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WisdomTree Europe Hedged Equity Fund

254 hedge funds and large institutions have $1.65B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.2M

1.67% less ownership

Funds ownership: 94.06%92.4% (-1.7%)

2% less funds holding

Funds holding: 260254 (-6)

7% less capital invested

Capital invested by funds: $1.77B → $1.65B (-$121M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 102

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
62
Reduced
102
Closed
27
Calls
$2.4M
Puts
$2.2M
Net Calls
+$207K
Net Calls Change
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
151
Vestmark Advisory Solutions
Massachusetts
$321K -$34.2K -1,042 -10%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$308K +$126K +3,826 +70%
APA
153
American Portfolios Advisors
New York
$308K
CFS
154
CRA Financial Services
New Jersey
$306K -$42.9K -1,306 -12%
GFS
155
GYL Financial Synergies
Connecticut
$304K
PCP
156
Proficio Capital Partners
Massachusetts
$304K
William Blair & Company
157
William Blair & Company
Illinois
$296K -$114K -3,484 -28%
3AM
158
3D Asset Management
Connecticut
$296K -$17.9K -546 -6%
LCAM
159
London & Capital Asset Management
United Kingdom
$291K +$22.9K +698 +9%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$283K +$65K +1,978 +30%
WT
161
Whittier Trust
California
$278K
PPA
162
Parametric Portfolio Associates
Washington
$278K +$2.37K +72 +0.9%
PP
163
PagnatoKarp Partners
Virginia
$276K +$274K +8,336 New
Marshall Wace
164
Marshall Wace
United Kingdom
$267K +$265K +8,080 New
OFW
165
Omnia Family Wealth
Florida
$265K
MMA
166
Miracle Mile Advisors
California
$261K
FFN
167
Focus Financial Network
Minnesota
$258K
TC
168
Telemus Capital
Michigan
$257K -$434K -13,208 -62%
MFG
169
Merit Financial Group
Georgia
$254K -$20.1K -612 -5%
DG
170
Delek Group
Israel
$251K -$267K -8,128 -51%
IC
171
InterOcean Capital
Illinois
$251K
NFG
172
Next Financial Group
Texas
$247K +$157K +4,772 +176%
SWP
173
Stratos Wealth Partners
Ohio
$239K -$60.9K -1,854 -20%
KPAG
174
KLS Professional Advisors Group
New York
$230K
Citadel Advisors
175
Citadel Advisors
Florida
$229K -$1.92M -58,458 -89%

HEDJ Hedge Fund Activity: Q2 2019 in Review

254 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2019, worth a combined $1.65B — down 6.8% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HEDJ and 24 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 62 added.

The largest buyer was People's United Financial, opening a new position worth an estimated $53.7M. The largest seller was Goldman Sachs, cutting an estimated $108M.

  • 254 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2019, down from 260 in Q1 2019.
  • Funds reported $1.65B of WisdomTree Europe Hedged Equity Fund stock for Q2 2019, down 6.8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2019 and 27 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2019 was People's United Financial, an estimated $53.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2019.