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WisdomTree Europe Hedged Equity Fund

246 hedge funds and large institutions have $1.55B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% less ownership

Funds ownership: 92.4%91.34% (-1.1%)

3% less funds holding

Funds holding: 254246 (-8)

6% less capital invested

Capital invested by funds: $1.65B → $1.55B (-$96.2M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

98% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $130M

Holders
246
Holders Change
-8
Holders Change %
-3.15%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
24
Increased
76
Reduced
88
Closed
27
Calls
$2.23M
Puts
$130M
Net Calls
-$128M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$380M +$4.68M +142,260 +1%
Morgan Stanley
2
Morgan Stanley
New York
$139M -$7.55M -229,530 -5%
Bank of America
3
Bank of America
North Carolina
$130M -$11.3M -342,408 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$124M +$9.87K +300 +0%
UBS Group
5
UBS Group
Switzerland
$91.6M -$4.95M -150,562 -5%
Wells Fargo
6
Wells Fargo
California
$59.1M -$4.46M -135,628 -7%
PSUF
7
People's United Financial
Connecticut
$50.4M -$4.49M -136,532 -8%
P3I
8
Progeny 3 Inc
Washington
$32.7M
PVH
9
Psagot Value Holdings
Israel
$25M +$8.88M +269,802 +57%
Deutsche Bank
10
Deutsche Bank
Germany
$23.1M +$8.75M +265,864 +63%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.1M -$14.9M -451,688 -41%
PC
12
Permanens Capital
New York
$22M -$73.1K -2,222 -0.3%
G
13
GenTrust
Florida
$21.1M +$858K +26,086 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.7M +$40.3K +1,224 +0.2%
NEAM
15
New England Asset Management
Connecticut
$20M +$1.3M +39,400 +7%
AIM
16
Astor Investment Management
Illinois
$17.1M +$854K +25,952 +5%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6M -$343K -10,418 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$14.3M +$970K +29,494 +7%
LPL Financial
19
LPL Financial
California
$13.4M -$153K -4,638 -1%
CCA
20
Conservest Capital Advisors
Pennsylvania
$12.5M -$401K -12,202 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$12M +$246K +7,468 +2%
GFPC
22
Global Financial Private Capital
Florida
$11.4M -$410K -12,468 -4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$11.3M -$7.58M -230,294 -41%
FA
24
Financial Advantage
Maryland
$11M +$38.4K +1,166 +0.4%
CCM
25
Condor Capital Management
New Jersey
$11M -$172K -5,234 -2%

HEDJ Hedge Fund Activity: Q3 2019 in Review

246 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2019, worth a combined $1.55B — down 5.8% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HEDJ and 24 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Psagot Value Holdings, adding an estimated $8.88M. The largest seller was Janney Capital Management, exiting entirely with an estimated $61.8M sold.

  • 246 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2019, down from 254 in Q2 2019.
  • Funds reported $1.55B of WisdomTree Europe Hedged Equity Fund stock for Q3 2019, down 5.8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2019 and 27 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2019 was Psagot Value Holdings, an estimated $8.88M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2019 was Janney Capital Management, an estimated $61.8M sold.

Based on aggregated 13F filings for Q3 2019.