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WisdomTree Europe Hedged Equity Fund

178 hedge funds and large institutions have $512M invested in WisdomTree Europe Hedged Equity Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.49% less ownership

Funds ownership: 74.47%70.98% (-3.5%)

7% less funds holding

Funds holding: 191178 (-13)

26% less capital invested

Capital invested by funds: $691M → $512M (-$179M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

56% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 72

Holders
178
Holders Change
-13
Holders Change %
-6.81%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
32
Reduced
72
Closed
24
Calls
$623K
Puts
Net Calls
+$623K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$138M -$9.5M -264,948 -6%
Morgan Stanley
2
Morgan Stanley
New York
$48.9M -$4.9M -136,496 -8%
Bank of America
3
Bank of America
North Carolina
$41.8M -$3.21M -89,638 -7%
UBS Group
4
UBS Group
Switzerland
$37.3M -$2.15M -60,022 -5%
PC
5
Permanens Capital
New York
$32.1M -$4.77M -133,056 -12%
Jane Street
6
Jane Street
New York
$20.5M +$7.03M +195,942 +45%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$13.9M -$66.2M -1,845,236 -81%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.2M +$663K +18,474 +5%
Wells Fargo
9
Wells Fargo
California
$11.5M -$746K -20,798 -6%
KCM
10
Karp Capital Management
California
$6.6M -$8.4M -234,106 -54%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.21M +$185K +5,152 +3%
PPP
12
Private Portfolio Partners
New Jersey
$5.84M +$384K +10,720 +6%
LPL Financial
13
LPL Financial
California
$5.64M -$1M -28,010 -14%
LSPW
14
Lake Street Private Wealth
Illinois
$5.5M +$932K +25,980 +18%
Citadel Advisors
15
Citadel Advisors
Florida
$5.49M +$2.47M +68,958 +70%
CCM
16
Condor Capital Management
New Jersey
$5.46M +$95.3K +2,658 +2%
Truist Financial
17
Truist Financial
North Carolina
$5.21M +$178K +4,952 +3%
BlackRock
18
BlackRock
New York
$4.79M
CI
19
Conning Inc
Connecticut
$4.58M
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.51M -$131K -3,650 -3%
KAS
21
Kestra Advisory Services
Texas
$4.38M +$2.34M +65,130 +95%
ACIM
22
Azimuth Capital Investment Management
Michigan
$4.32M +$4.72M +131,710 New
RJT
23
Raymond James Trust
Florida
$3.68M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.16M +$22.6K +630 +0.7%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$2.74M -$23.8K -664 -0.8%

HEDJ Hedge Fund Activity: Q2 2022 in Review

178 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2022, worth a combined $512M — down 26% from $691M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEDJ and 16 opened new positions — a net loss of 8 holders — while 72 trimmed existing stakes and 32 added.

The largest buyer was Jane Street, adding an estimated $7.03M. The largest seller was Fidelity Investments, cutting an estimated $66.2M.

  • 178 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2022, down from 191 in Q1 2022.
  • Funds reported $512M of WisdomTree Europe Hedged Equity Fund stock for Q2 2022, down 26% quarter-over-quarter.
  • 16 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2022 and 24 closed out, a net change of -8 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2022 was Jane Street, an estimated $7.03M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2022 was Fidelity Investments, an estimated $66.2M sold.

Based on aggregated 13F filings for Q2 2022.