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WisdomTree Europe Hedged Equity Fund

191 hedge funds and large institutions have $691M invested in WisdomTree Europe Hedged Equity Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 73.79%74.47% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 203191 (-12)

13% less capital invested

Capital invested by funds: $797M → $691M (-$106M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

42% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 67

Holders
191
Holders Change
-12
Holders Change %
-5.91%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
39
Reduced
67
Closed
26
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$165M -$25.8M -682,028 -13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$83.5M +$53.7K +1,416 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$59.9M -$253K -6,664 -0.4%
Bank of America
4
Bank of America
North Carolina
$50.2M -$5.11M -134,830 -9%
UBS Group
5
UBS Group
Switzerland
$44.1M -$11.5M -303,062 -20%
PC
6
Permanens Capital
New York
$40.9M -$27.3M -719,488 -39%
KCM
7
Karp Capital Management
California
$16M +$16.5M +435,552 New
Jane Street
8
Jane Street
New York
$15.9M +$15.8M +417,278 +3,044%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.1M +$288K +7,598 +2%
Wells Fargo
10
Wells Fargo
California
$13.7M -$563K -14,854 -4%
OMC
11
Old Mission Capital
Illinois
$10.7M +$8.11M +214,124 +275%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$10.2M +$10.5M +277,344 New
LPL Financial
13
LPL Financial
California
$7.36M +$575K +15,172 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.79M +$5.64M +148,836 +417%
PPP
15
Private Portfolio Partners
New Jersey
$6.16M +$190K +5,026 +3%
CCM
16
Condor Capital Management
New Jersey
$6.04M +$73.3K +1,934 +1%
Truist Financial
17
Truist Financial
North Carolina
$5.66M +$5.83M +153,942 New
BlackRock
18
BlackRock
New York
$5.38M +$5.54M +146,166 New
LSPW
19
Lake Street Private Wealth
Illinois
$5.22M +$3.04M +80,134 +130%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.2M -$74.3K -1,962 -1%
CI
21
Conning Inc
Connecticut
$5.14M
ACM
22
Azimuth Capital Management
Michigan
$4.97M +$29.9K +790 +0.6%
RJT
23
Raymond James Trust
Florida
$4.13M
Citadel Advisors
24
Citadel Advisors
Florida
$3.62M -$3.59M -94,768 -49%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.53M +$175K +4,624 +5%

HEDJ Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2022, worth a combined $691M — down 13% from $797M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HEDJ and 17 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 39 added.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Permanens Capital, cutting an estimated $27.3M.

  • 191 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2022, down from 203 in Q4 2021.
  • Funds reported $691M of WisdomTree Europe Hedged Equity Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 17 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2022 and 26 closed out, a net change of -9 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2022 was Karp Capital Management, an estimated $16.5M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2022 was Permanens Capital, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2022.