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WisdomTree Europe Hedged Equity Fund

203 hedge funds and large institutions have $797M invested in WisdomTree Europe Hedged Equity Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

6% more funds holding

Funds holding: 191203 (+12)

5% more capital invested

Capital invested by funds: $759M → $797M (+$38.1M)

0.2% more ownership

Funds ownership: 73.59%73.79% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

13% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.27M

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
53
Reduced
60
Closed
16
Calls
$1.1M
Puts
$1.27M
Net Calls
-$168K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$207M -$1.31M -33,298 -0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$90.9M +$12.8K +326 +0%
PC
3
Permanens Capital
New York
$73.4M +$3.14M +79,638 +5%
Morgan Stanley
4
Morgan Stanley
New York
$65.6M +$735K +18,664 +1%
UBS Group
5
UBS Group
Switzerland
$60.2M +$568K +14,424 +1%
Bank of America
6
Bank of America
North Carolina
$60.1M +$1.86M +47,226 +3%
Wells Fargo
7
Wells Fargo
California
$15.5M +$334K +8,480 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.1M +$1.52M +38,648 +11%
Deutsche Bank
9
Deutsche Bank
Germany
$10.2M +$5.11M +129,656 +104%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.48M -$6.08M -154,426 -39%
Citadel Advisors
11
Citadel Advisors
Florida
$7.75M +$6.98M +177,186 +1,105%
LPL Financial
12
LPL Financial
California
$7.41M -$1.57M -39,952 -18%
Ameriprise
13
Ameriprise
Minnesota
$6.96M +$1.7M +43,188 +33%
PPP
14
Private Portfolio Partners
New Jersey
$6.51M +$158K +4,010 +3%
CCM
15
Condor Capital Management
New Jersey
$6.5M -$910K -23,100 -12%
Allianz Asset Management
16
Allianz Asset Management
Germany
$6.44M
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.75M -$184K -4,682 -3%
CI
18
Conning Inc
Connecticut
$5.59M +$236K +5,990 +4%
ACM
19
Azimuth Capital Management
Michigan
$5.38M +$39.6K +1,004 +0.8%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.05M +$2.64M +66,964 +115%
RJT
21
Raymond James Trust
Florida
$4.5M
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$3.78M +$1.97M +50,120 +114%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.66M -$525K -13,318 -13%
FSA
24
Financial Services Advisory
Maryland
$3.42M +$1.42M +36,026 +43%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$3.4M +$80.9K +2,054 +2%