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WisdomTree Europe Hedged Equity Fund

254 hedge funds and large institutions have $1.65B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.2M

1.67% less ownership

Funds ownership: 94.06%92.4% (-1.7%)

2% less funds holding

Funds holding: 260254 (-6)

7% less capital invested

Capital invested by funds: $1.77B → $1.65B (-$121M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 102

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
62
Reduced
102
Closed
27
Calls
$2.4M
Puts
$2.2M
Net Calls
+$207K
Net Calls Change
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$86K
GWM
202
Geneos Wealth Management
Colorado
$84K
Simplex Trading
203
Simplex Trading
Illinois
$82K +$81.5K +2,482 New
CFGS
204
Concourse Financial Group Securities
Alabama
$81K -$32.7K -996 -29%
PW
205
Price Wealth
Texas
$65K
SQA
206
Simon Quick Advisors
New Jersey
$61.2K +$10.1K +306 +20%
TL
207
TrueWealth LLC
Georgia
$61K +$985 +30 +2%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$52.9K
EWM
209
Edge Wealth Management
New York
$50K -$20.8K -632 -29%
PB
210
Pinnacle Bancorp
Nebraska
$50K
AI
211
ArchPoint Investors
Florida
$46K
TFGT
212
TS Financial Group (TSFG)
Illinois
$46K
SFA
213
Semmax Financial Advisors
North Carolina
$43K -$147K -4,490 -78%
FPS
214
Fieldpoint Private Securities
Connecticut
$35K
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$33K -$34.6K -1,054 -52%
BCA
216
Berman Capital Advisors
Georgia
$33K -$34.3K -1,044 -51%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$29K
FHA
218
First Horizon Advisors
Tennessee
$29K
SIC
219
Salem Investment Counselors
North Carolina
$28K +$28.2K +858 New
VFA
220
Valeo Financial Advisors
Indiana
$25K +$5.78K +176 +31%
GSWM
221
Golden State Wealth Management
California
$24K -$26.3K -800 -52%
EWM
222
Executive Wealth Management
Michigan
$24K +$23.6K +720 New
RCAG
223
Rehmann Capital Advisory Group
Michigan
$21.9K -$3.35K -102 -13%
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
$19K +$19K +580 +29,000%
AssetMark Inc
225
AssetMark Inc
California
$18K

HEDJ Hedge Fund Activity: Q2 2019 in Review

254 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2019, worth a combined $1.65B — down 6.8% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HEDJ and 24 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 62 added.

The largest buyer was People's United Financial, opening a new position worth an estimated $53.7M. The largest seller was Goldman Sachs, cutting an estimated $108M.

  • 254 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2019, down from 260 in Q1 2019.
  • Funds reported $1.65B of WisdomTree Europe Hedged Equity Fund stock for Q2 2019, down 6.8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2019 and 27 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2019 was People's United Financial, an estimated $53.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2019.