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WisdomTree Europe Hedged Equity Fund

198 hedge funds and large institutions have $775M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $77K | Put options by funds: $9K

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4.51% more ownership

Funds ownership: 40.32%44.84% (+4.5%)

2% more funds holding

Funds holding: 195198 (+3)

2% more capital invested

Capital invested by funds: $758M → $775M (+$16.6M)

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
73
Reduced
39
Closed
18
Calls
$77K
Puts
$9K
Net Calls
+$68K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$64.7K
HT
152
Headlands Technologies
Illinois
$64.2K +$67K +1,419 New
IA
153
IFP Advisors
Florida
$54.3K +$56.6K +1,200 New
UCB
154
United Community Bank
South Carolina
$53.3K +$55.7K +1,180 New
AIC
155
Ayalon Insurance Company
Israel
$48K
LFASL
156
Lugano Financial Advisors SA (LFA)
Switzerland
$46.2K
TWC
157
TD Waterhouse Canada
Ontario, Canada
$45.5K
FHA
158
First Horizon Advisors
Tennessee
$44.8K
PTC
159
Private Trust Company
Ohio
$43K
PS
160
Principal Securities
Iowa
$39K -$3.07K -65 -7%
MRCM
161
M&R Capital Management
New Jersey
$37.3K
EDRH
162
Edmond de Rothschild Holding
Switzerland
$36.2K
GWM
163
Geneos Wealth Management
Colorado
$34.4K
FFA
164
Farther Finance Advisors
California
$34.2K
CIAS
165
Capital Investment Advisory Services
North Carolina
$33.4K -$1.7K -36 -5%
WP
166
WealthShield Partners
North Carolina
$32.7K
SS
167
Sunbelt Securities
Texas
$31.8K
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$31.4K
TCOV
169
Trust Company of Vermont
Vermont
$29.4K
GJIA
170
Glass Jacobson Investment Advisors
Maryland
$26.8K +$2.74K +58 +11%
Simplex Trading
171
Simplex Trading
Illinois
$25K +$22.1K +468 +468%
CA
172
CoreCap Advisors
Michigan
$24.8K
CHA
173
Carmichael Hill & Associates
Maryland
$24K +$236 +5 +0.9%
EWA
174
EverSource Wealth Advisors
Alabama
$23.6K
CT
175
Clearstead Trust
Maine
$22.6K

HEDJ Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2024, worth a combined $775M — up 2.2% from $758M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEDJ positions and 18 closed out — a net gain of 6 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $2.3M.

  • 198 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $775M of WisdomTree Europe Hedged Equity Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2024 and 18 closed out, a net change of +6 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2024 was Madison Asset Management, an estimated $15.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2024 was JP Morgan Chase, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.