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WisdomTree Europe Hedged Equity Fund

192 hedge funds and large institutions have $673M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 198192 (-6)

3.95% less ownership

Funds ownership: 44.84%40.88% (-4%)

13% less capital invested

Capital invested by funds: $775M → $673M (-$102M)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less call options, than puts

Call options by funds: $85K | Put options by funds: $171K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
48
Reduced
62
Closed
11
Calls
$85K
Puts
$171K
Net Calls
-$86K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$44.5K
TWC
152
TD Waterhouse Canada
Ontario, Canada
$44.2K
PTC
153
Private Trust Company
Ohio
$42.7K
PS
154
Principal Securities
Iowa
$38.8K
MRCM
155
M&R Capital Management
New Jersey
$37K
EDRH
156
Edmond de Rothschild Holding
Switzerland
$35.9K
GWM
157
Geneos Wealth Management
Colorado
$34.1K
FFA
158
Farther Finance Advisors
California
$33.8K
CIAS
159
Capital Investment Advisory Services
North Carolina
$33.1K
WP
160
WealthShield Partners
North Carolina
$32.5K
AWM
161
Avior Wealth Management
Nebraska
$32.3K -$31.4K -711 -50%
HT
162
Headlands Technologies
Illinois
$31.7K -$31.4K -712 -50%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$31K
TCOV
164
Trust Company of Vermont
Vermont
$29.2K
GI
165
GAMMA Investing
California
$27.4K +$10.2K +232 +61%
CA
166
CoreCap Advisors
Michigan
$24.6K
EWA
167
EverSource Wealth Advisors
Alabama
$23.9K
CWP
168
Concord Wealth Partners
Virginia
$22.9K -$1.29M -29,249 -98%
CT
169
Clearstead Trust
Maine
$22.4K
PB
170
Pinnacle Bancorp
Nebraska
$18K
SIS
171
Sound Income Strategies
Florida
$17.2K
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$15.7K -$10.7K -243 -41%
BLC
173
Brown, Lisle/Cummings
Rhode Island
$15.2K
NS
174
NBC Securities
Alabama
$15K
PWA
175
Provenance Wealth Advisors
Florida
$14.1K

HEDJ Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2024, worth a combined $673M — down 13% from $775M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HEDJ and 6 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 48 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.65M. The largest seller was Permanens Capital, cutting an estimated $26.4M.

  • 192 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2024, down from 198 in Q2 2024.
  • Funds reported $673M of WisdomTree Europe Hedged Equity Fund stock for Q3 2024, down 13% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2024 and 11 closed out, a net change of -5 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $6.65M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2024 was Permanens Capital, an estimated $26.4M sold.

Based on aggregated 13F filings for Q3 2024.