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WisdomTree Europe Hedged Equity Fund

189 hedge funds and large institutions have $737M invested in WisdomTree Europe Hedged Equity Fund in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2.31% more ownership

Funds ownership: 73.65%75.96% (+2.3%)

1% more funds holding

Funds holding: 187189 (+2)

3% more capital invested

Capital invested by funds: $712M → $737M (+$24.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

47% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 68

80% less call options, than puts

Call options by funds: $633K | Put options by funds: $3.14M

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
36
Reduced
68
Closed
25
Calls
$633K
Puts
$3.14M
Net Calls
-$2.5M
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$192M -$11.5M -334,146 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$104M +$17K +494 +0%
Morgan Stanley
3
Morgan Stanley
New York
$55.8M -$3.16M -91,882 -6%
Bank of America
4
Bank of America
North Carolina
$54.1M -$774K -22,476 -1%
UBS Group
5
UBS Group
Switzerland
$49.2M -$5.14M -149,236 -10%
PC
6
Permanens Capital
New York
$36.6M +$6.64M +192,760 +24%
PVH
7
Psagot Value Holdings
Israel
$16.8M -$6.56M -190,458 -29%
JP Morgan Chase
8
JP Morgan Chase
New York
$15.6M +$2M +58,162 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.5M +$1.79M +51,968 +15%
Wells Fargo
10
Wells Fargo
California
$14.4M -$412K -11,958 -3%
Deutsche Bank
11
Deutsche Bank
Germany
$13.6M +$11.2M +326,176 +689%
JSAM
12
J. Safra Asset Management
New York
$9.46M +$4.96M +144,006 +124%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.35M -$3.06M -88,778 -31%
CCM
14
Condor Capital Management
New Jersey
$6.85M -$58.7K -1,704 -0.9%
LPL Financial
15
LPL Financial
California
$6.48M +$320K +9,290 +6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$5.24M -$9.21M -267,452 -65%
PPP
17
Private Portfolio Partners
New Jersey
$5.21M +$319K +9,256 +7%
CI
18
Conning Inc
Connecticut
$4.86M
OMC
19
Old Mission Capital
Illinois
$4.2M +$2.83M +82,252 +247%
BCM
20
BTR Capital Management
California
$4.19M +$424K +12,300 +12%
RJT
21
Raymond James Trust
Florida
$4.08M
WFO
22
Wealthgate Family Office
Colorado
$4.06M +$964 +28 +0%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.94M -$803K -23,304 -18%
ACM
24
Azimuth Capital Management
Michigan
$3.91M +$689 +20 +0%
Jane Street
25
Jane Street
New York
$3.11M -$4.33M -125,672 -59%

HEDJ Hedge Fund Activity: Q1 2021 in Review

189 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2021, worth a combined $737M — up 3.5% from $712M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HEDJ positions and 25 closed out — a net gain of 4 holders — while 36 added to existing stakes and 68 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $11.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $17.2M sold.

  • 189 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2021, up from 187 in Q4 2020.
  • Funds reported $737M of WisdomTree Europe Hedged Equity Fund stock for Q1 2021, up 3.5% quarter-over-quarter.
  • 29 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2021 and 25 closed out, a net change of +4 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2021 was Deutsche Bank, an estimated $11.2M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2021 was Citadel Advisors, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2021.