WisdomTree Europe Hedged Equity Fund
HEDJ
169 hedge funds and large institutions have $436M invested in WisdomTree Europe Hedged Equity Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 71 reducing their positions, and 19 closing their positions.
273% more call options, than puts
Call options by funds: $858K | Put options by funds: $230K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5.14% more ownership
Funds ownership: 70.98% → 76.13% (+5.1%)
5% less funds holding
Funds holding: 178 → 169 (-9)
15% less capital invested
Capital invested by funds: $512M → $436M (-$76.2M)
42% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 19
59% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Activest Wealth Management
Aventure,
Florida
|
+$5.39M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.02M |
| 3 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$1.22M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
| 5 |
OPW
Oxler Private Wealth
Rye Brook,
New York
|
+$833K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
-$23.8M |
| 2 |
Jane Street
New York
|
-$9.6M |
| 3 |
Goldman Sachs
New York
|
-$7.88M |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$5.32M |
| 5 |
BlackRock
New York
|
-$4.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
176
SeaCrest Wealth Management
Purchase,
New York
| – | -$167K | -5,096 | Closed |
|
|
DC
177
Darrow Company
Needham,
Massachusetts
| – | -$98K | -3,002 | Closed |
|
|
VVP
178
Venture Visionary Partners
Sylvania,
Ohio
| – | -$98K | -2,990 | Closed |
|
179
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$58K | -1,772 | Closed |
|
|
SC
180
Sierra Capital
Miami,
Florida
| – | -$54K | -1,650 | Closed |
|
|
CA
181
CoreCap Advisors
Southfield,
Michigan
| – | -$23K | -690 | Closed |
|
|
GWMIA
182
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$15K | -450 | Closed |
|
|
AIP
183
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$13K | -400 | Closed |
|
|
TCWM
184
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$10K | -300 | Closed |
|
|
FBC
185
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$7K | -200 | Closed |
|
|
BCMLT
186
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$2K | -64 | Closed |
|
|
TFA
187
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -2 | Closed |
|
HEDJ Hedge Fund Activity: Q3 2022 in Review
169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2022, worth a combined $436M — down 15% from $512M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of HEDJ and 11 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 29 added.
The largest buyer was Activest Wealth Management, adding an estimated $5.39M. The largest seller was Permanens Capital, cutting an estimated $23.8M.
- 169 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2022, down from 178 in Q2 2022.
- Funds reported $436M of WisdomTree Europe Hedged Equity Fund stock for Q3 2022, down 15% quarter-over-quarter.
- 11 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2022 and 19 closed out, a net change of -8 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2022 was Activest Wealth Management, an estimated $5.39M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2022 was Permanens Capital, an estimated $23.8M sold.
Based on aggregated 13F filings for Q3 2022.