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WisdomTree Europe Hedged Equity Fund

191 hedge funds and large institutions have $752M invested in WisdomTree Europe Hedged Equity Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 189191 (+2)

2% more capital invested

Capital invested by funds: $737M → $752M (+$14.6M)

1.19% less ownership

Funds ownership: 75.96%74.77% (-1.2%)

38% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 69

50% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $4.37M

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
25
Increased
43
Reduced
69
Closed
22
Calls
$2.18M
Puts
$4.37M
Net Calls
-$2.19M
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$197M -$4.54M -120,328 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$86.4M -$22.3M -592,554 -21%
PC
3
Permanens Capital
New York
$61.4M +$22.8M +605,360 +60%
Morgan Stanley
4
Morgan Stanley
New York
$58.3M -$154K -4,078 -0.3%
Bank of America
5
Bank of America
North Carolina
$55.1M -$1.63M -43,146 -3%
UBS Group
6
UBS Group
Switzerland
$51.6M +$16.3K +432 +0%
JP Morgan Chase
7
JP Morgan Chase
New York
$15.1M -$1.17M -31,100 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.9M -$325K -8,620 -2%
Wells Fargo
9
Wells Fargo
California
$14.2M -$860K -22,798 -6%
AS
10
Altshuler Shaham
Israel
$13.5M +$13.4M +355,064 New
Deutsche Bank
11
Deutsche Bank
Germany
$13.5M -$724K -19,202 -5%
LPL Financial
12
LPL Financial
California
$9.34M +$2.52M +66,850 +38%
CCM
13
Condor Capital Management
New Jersey
$6.94M -$238K -6,324 -3%
PPP
14
Private Portfolio Partners
New Jersey
$5.9M +$430K +11,400 +8%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.74M -$1.94M -51,476 -25%
CI
16
Conning Inc
Connecticut
$5.09M
ACM
17
Azimuth Capital Management
Michigan
$4.83M +$718K +19,050 +18%
JSAM
18
J. Safra Asset Management
New York
$4.37M -$4.83M -127,998 -49%
BlackRock
19
BlackRock
New York
$4.35M +$4.31M +114,198 New
BCM
20
BTR Capital Management
California
$4.32M -$67.9K -1,800 -2%
RJT
21
Raymond James Trust
Florida
$4.28M
Citadel Advisors
22
Citadel Advisors
Florida
$4.17M +$4.12M +109,376 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.92M -$206K -5,452 -5%
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$3.13M +$2.01M +53,358 +186%
Ameriprise
25
Ameriprise
Minnesota
$2.92M +$30.1K +798 +1%

HEDJ Hedge Fund Activity: Q2 2021 in Review

191 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2021, worth a combined $752M — up 2% from $737M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEDJ positions and 22 closed out — a net gain of 3 holders — while 43 added to existing stakes and 69 trimmed.

The largest buyer was Permanens Capital, adding an estimated $22.8M. The largest seller was Fidelity Investments, cutting an estimated $22.3M.

  • 191 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2021, up from 189 in Q1 2021.
  • Funds reported $752M of WisdomTree Europe Hedged Equity Fund stock for Q2 2021, up 2% quarter-over-quarter.
  • 25 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2021 and 22 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2021 was Permanens Capital, an estimated $22.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2021 was Fidelity Investments, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2021.