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WisdomTree Europe Hedged Equity Fund

184 hedge funds and large institutions have $586M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

2% more funds holding

Funds holding: 180184 (+4)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less capital invested

Capital invested by funds: $591M → $586M (-$5.36M)

36% less call options, than puts

Call options by funds: $82K | Put options by funds: $128K

40.24% less ownership

Funds ownership: 82.8%42.56% (-40%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
57
Reduced
57
Closed
9
Calls
$82K
Puts
$128K
Net Calls
-$46K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Semmax Financial Advisors
North Carolina
$34.8K +$35.3K +876 New
US Bancorp
152
US Bancorp
Minnesota
$33.6K
TWM
153
Tradition Wealth Management
Minnesota
$33K -$36.5K -906 -52%
MRCM
154
M&R Capital Management
New Jersey
$32.6K +$40 +1 +0.1%
CIAS
155
Capital Investment Advisory Services
North Carolina
$31.3K
FFA
156
Farther Finance Advisors
California
$29.7K
NS
157
NBC Securities
Alabama
$29K +$30.3K +750 New
WP
158
WealthShield Partners
North Carolina
$28.6K
SWM
159
Spire Wealth Management
Virginia
$28.1K
SS
160
Sunbelt Securities
Texas
$27.8K
EWA
161
EverSource Wealth Advisors
Alabama
$21K
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$19.8K +$17.4K +432 +635%
CHA
163
Carmichael Hill & Associates
Maryland
$17.9K +$3.51K +87 +24%
GWMIA
164
Global Wealth Management Investment Advisory
Florida
$17.8K
NA
165
NewEdge Advisors
Louisiana
$16.4K
PB
166
Pinnacle Bancorp
Nebraska
$15.8K
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$15.8K +$16.1K +400 New
SIS
168
Sound Income Strategies
Florida
$15.1K
BLC
169
Brown, Lisle/Cummings
Rhode Island
$13.4K
RCM
170
Raleigh Capital Management
North Carolina
$13.1K -$4.03K -100 -23%
TFGT
171
TS Financial Group (TSFG)
Illinois
$13K
PWA
172
Provenance Wealth Advisors
Florida
$12.4K +$12.7K +314 New
KFI
173
Key Financial Inc
Pennsylvania
$8.61K
GEA
174
Glen Eagle Advisors
New Jersey
$7.9K
CG
175
Cutler Group
California
$7K -$16.1K -400 -67%