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WisdomTree Europe Hedged Equity Fund

285 hedge funds and large institutions have $1.67B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

16% more funds holding

Funds holding: 246285 (+39)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $1.55B → $1.67B (+$114M)

4.22% more ownership

Funds ownership: 91.34%95.56% (+4.2%)

16% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 85

89% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $12.2M

Holders
285
Holders Change
+39
Holders Change %
+15.85%
% of All Funds
5.62%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
61
Increased
71
Reduced
85
Closed
19
Calls
$1.33M
Puts
$12.2M
Net Calls
-$10.8M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
201
Jefferies Group
New York
$209K +$204K +5,914 New
GG
202
Gofen & Glossberg
Illinois
$208K +$203K +5,890 New
EWA
203
Evolution Wealth Advisors
Florida
$206K +$201K +5,842 New
SWM
204
SeaCrest Wealth Management
New York
$202K -$18.6K -540 -9%
BWA
205
BDO Wealth Advisors
Florida
$198K +$69 +2 +0%
IA
206
IFP Advisors
Florida
$192K +$63.2K +1,834 +51%
SG Americas Securities
207
SG Americas Securities
New York
$189K
William Blair & Company
208
William Blair & Company
Illinois
$181K -$82.7K -2,400 -32%
SW
209
SVB Wealth
Massachusetts
$179K -$64.1K -1,860 -27%
LFASL
210
Lugano Financial Advisors SA (LFA)
Switzerland
$174K +$170K +4,924 New
GWM
211
Geneos Wealth Management
Colorado
$169K +$76.3K +2,214 +87%
GFPC
212
Global Financial Private Client
Florida
$164K +$160K +4,656 New
MA
213
MUFG Americas
New York
$162K
MRCM
214
M&R Capital Management
New Jersey
$148K
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$130K
VNA
216
Valley National Advisers
Pennsylvania
$123K
TA
217
TFG Advisers
Michigan
$123K +$121K +3,506 New
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$119K
IFWM
219
Institute for Wealth Management
Colorado
$116K +$114K +3,300 New
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$92K
US Bancorp
221
US Bancorp
Minnesota
$91K
EP
222
Eudaimonia Partners
Tennessee
$89K +$87.2K +2,530 New
CFGS
223
Concourse Financial Group Securities
Alabama
$83K +$80.9K +2,348 New
OIA
224
Optimum Investment Advisors
Illinois
$82K
BFEC
225
Benjamin F. Edwards & Company
Missouri
$79K +$69 +2 +0.1%