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WisdomTree Europe Hedged Equity Fund
HEDJ

172 hedge funds and large institutions have $796M invested in WisdomTree Europe Hedged Equity Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,673% more call options, than puts

Call options by funds: $993K | Put options by funds: $56K

83% more capital invested

Capital invested by funds: $436M → $796M (+$360M)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3.31% more ownership

Funds ownership: 76.13% → 79.44% (+3.3%)

2% more funds holding

Funds holding: 169 → 172 (+3)

37% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 62

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
39
Reduced
62
Closed
10
Calls
$993K
Puts
$56K
Net Calls
+$937K
Net Calls Change
+$309K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$16.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.27M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.23M
4
Goldman Sachs
Goldman Sachs
New York
+$1.78M
5
IAIM
International Assets Investment Management
Florida
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.11M
2
UBS Group
UBS Group
Switzerland
-$4.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.43M
4
Bank of America
Bank of America
North Carolina
-$2.02M
5
PC
Permanens Capital
New York
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
151
Pinnacle Bancorp
Nebraska
$14K – – –
SIS
152
Sound Income Strategies
Florida
$13.4K – – –
TFS
153
TrustCore Financial Services
Tennessee
$12.9K – – –
ACP
154
Arcus Capital Partners
Georgia
$12.5K +$12.4K +356 New
MIFH
155
Migdal Insurance & Financial Holdings
Israel
$12K – – –
BLC
156
Brown, Lisle/Cummings
Rhode Island
$11.8K – – –
CHA
157
Carmichael Hill & Associates
Maryland
$11.8K – – –
TFGT
158
TS Financial Group (TSFG)
Illinois
$11K – – –
AF
159
Advisornet Financial
Minnesota
$7K – – –
GEA
160
Glen Eagle Advisors
New Jersey
$7K – – –
KFI
161
Key Financial Inc
Pennsylvania
$6.78K – – –
HIA
162
Harbor Investment Advisory
Maryland
$5.88K – – –
AF
163
Allworth Financial
California
$4.34K – – –
MIM
164
Macroview Investment Management
Maryland
$3.31K – – –
S
165
SignatureFD
Georgia
$3.01K – – –
AWM
166
AllSquare Wealth Management
New York
$2.73K – – –
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$2.38K +$2.36K +68 New
BCMLT
168
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.24K +$2.22K +64 New
DWA
169
Delos Wealth Advisors
Texas
$1.05K – – –
BTI
170
Blue Trust Inc
Georgia
$1K – – –
WIM
171
Westside Investment Management
California
$166 – – –
KCM
172
Karp Capital Management
California
– -$5.96M -191,642 Closed
BPCE
173
Bank Pictet & Cie (Europe)
Germany
– -$1.01M -32,560 Closed
OPW
174
Oxler Private Wealth
New York
– -$1.66M -24,704 Closed
TFCP
175
Twin Focus Capital Partners
Massachusetts
– -$435K -14,000 Closed
4 5 6
7
8

HEDJ Hedge Fund Activity: Q4 2022 in Review

172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2022, worth a combined $796M — up 83% from $436M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HEDJ positions and 10 closed out — a net gain of 8 holders — while 39 added to existing stakes and 62 trimmed.

The largest buyer was Jane Street, adding an estimated $16.5M. The largest seller was Morgan Stanley, cutting an estimated $8.11M.

  • 172 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2022, up from 169 in Q3 2022.
  • Funds reported $796M of WisdomTree Europe Hedged Equity Fund stock for Q4 2022, up 83% quarter-over-quarter.
  • 18 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2022 and 10 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2022 was Jane Street, an estimated $16.5M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.11M sold.

Based on aggregated 13F filings for Q4 2022.