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WisdomTree Europe Hedged Equity Fund

195 hedge funds and large institutions have $758M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $662M → $758M (+$96M)

1% more funds holding

Funds holding: 194195 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.75% less ownership

Funds ownership: 45.08%40.32% (-4.8%)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
42
Reduced
58
Closed
22
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$69.1K +$64.4K +1,431 New
TWC
152
TD Waterhouse Canada
Ontario, Canada
$54.6K
AIC
153
Ayalon Insurance Company
Israel
$51K -$681K -15,152 -93%
LFASL
154
Lugano Financial Advisors SA (LFA)
Switzerland
$49.4K
FHA
155
First Horizon Advisors
Tennessee
$47.9K
PTC
156
Private Trust Company
Ohio
$45.9K -$4.5K -100 -10%
PS
157
Principal Securities
Iowa
$44.9K +$540 +12 +1%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$41K -$3.06K -68 -8%
MRCM
159
M&R Capital Management
New Jersey
$39.8K
EDRH
160
Edmond de Rothschild Holding
Switzerland
$38.6K
CIAS
161
Capital Investment Advisory Services
North Carolina
$37.4K -$810 -18 -2%
GWM
162
Geneos Wealth Management
Colorado
$36.7K
FFA
163
Farther Finance Advisors
California
$36.5K
WP
164
WealthShield Partners
North Carolina
$35K
SWM
165
Spire Wealth Management
Virginia
$34.4K
SS
166
Sunbelt Securities
Texas
$34K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$33.5K +$31K +690 New
TCOV
168
Trust Company of Vermont
Vermont
$31.4K +$29.2K +650 New
CA
169
CoreCap Advisors
Michigan
$26.5K +$24.7K +549 New
GJIA
170
Glass Jacobson Investment Advisors
Maryland
$25.8K +$24.1K +535 New
CHA
171
Carmichael Hill & Associates
Maryland
$25.5K +$1.57K +35 +7%
EWA
172
EverSource Wealth Advisors
Alabama
$24.8K
CT
173
Clearstead Trust
Maine
$24.1K +$22.5K +500 New
PB
174
Pinnacle Bancorp
Nebraska
$19.3K
SIS
175
Sound Income Strategies
Florida
$18.5K