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WisdomTree Europe Hedged Equity Fund

180 hedge funds and large institutions have $591M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

2.29% more ownership

Funds ownership: 80.51%82.8% (+2.3%)

4% more capital invested

Capital invested by funds: $566M → $591M (+$25.1M)

5% less funds holding

Funds holding: 189180 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
63
Reduced
41
Closed
24
Calls
$149K
Puts
Net Calls
+$149K
Net Calls Change
-$613K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$33.4K -$22.6K -550 -40%
EDRH
152
Edmond de Rothschild Holding
Switzerland
$32.7K
CIAS
153
Capital Investment Advisory Services
North Carolina
$32.4K -$2.46K -60 -7%
FFA
154
Farther Finance Advisors
California
$30.8K
WP
155
WealthShield Partners
North Carolina
$29.6K
SWM
156
Spire Wealth Management
Virginia
$29.1K
SS
157
Sunbelt Securities
Texas
$28.8K
TWC
158
TD Waterhouse Canada
Ontario, Canada
$24.5K
CG
159
Cutler Group
California
$24K +$16.4K +400 +200%
EWA
160
EverSource Wealth Advisors
Alabama
$21.8K
GWMIA
161
Global Wealth Management Investment Advisory
Florida
$18.4K +$18.5K +450 New
RCM
162
Raleigh Capital Management
North Carolina
$17.7K +$493 +12 +3%
NA
163
NewEdge Advisors
Louisiana
$16.9K -$314K -7,654 -95%
PB
164
Pinnacle Bancorp
Nebraska
$16.4K
SIS
165
Sound Income Strategies
Florida
$15.6K
CHA
166
Carmichael Hill & Associates
Maryland
$15K +$1.15K +28 +8%
BLC
167
Brown, Lisle/Cummings
Rhode Island
$13.8K
TFGT
168
TS Financial Group (TSFG)
Illinois
$13K
KFI
169
Key Financial Inc
Pennsylvania
$8.92K
GEA
170
Glen Eagle Advisors
New Jersey
$8.19K
SIS
171
Strategic Investment Solutions
Illinois
$8.08K
MIFH
172
Migdal Insurance & Financial Holdings
Israel
$8K -$5.58K -136 -41%
HIA
173
Harbor Investment Advisory
Maryland
$6.88K
AF
174
Allworth Financial
California
$5.08K
MIM
175
Macroview Investment Management
Maryland
$3.99K +$164 +4 +4%

HEDJ Hedge Fund Activity: Q2 2023 in Review

180 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2023, worth a combined $591M — up 4.4% from $566M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEDJ and 17 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 63 added.

The largest buyer was Jane Street, adding an estimated $11.7M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $13.4M sold.

  • 180 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2023, down from 189 in Q1 2023.
  • Funds reported $591M of WisdomTree Europe Hedged Equity Fund stock for Q2 2023, up 4.4% quarter-over-quarter.
  • 17 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2023 and 24 closed out, a net change of -7 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2023 was Jane Street, an estimated $11.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2023 was Portfolio Strategies, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2023.