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WisdomTree Europe Hedged Equity Fund
HEDJ

169 hedge funds and large institutions have $436M invested in WisdomTree Europe Hedged Equity Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $858K | Put options by funds: $230K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5.14% more ownership

Funds ownership: 70.98% → 76.13% (+5.1%)

5% less funds holding

Funds holding: 178 → 169 (-9)

15% less capital invested

Capital invested by funds: $512M → $436M (-$76.2M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

59% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 71

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
71
Closed
19
Calls
$858K
Puts
$230K
Net Calls
+$628K
Net Calls Change
+$5K

Top Buyers

1
AWM
Activest Wealth Management
Florida
+$5.39M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.02M
3
CA
CSM Advisors
Pennsylvania
+$1.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
5
OPW
Oxler Private Wealth
New York
+$833K

Top Sellers

1
PC
Permanens Capital
New York
-$23.8M
2
Jane Street
Jane Street
New York
-$9.6M
3
Goldman Sachs
Goldman Sachs
New York
-$7.88M
4
LSPW
Lake Street Private Wealth
Illinois
-$5.32M
5
BlackRock
BlackRock
New York
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$124M -$7.88M -233,846 -6%
Morgan Stanley
2
Morgan Stanley
New York
$44.8M -$1.72M -51,100 -3%
Bank of America
3
Bank of America
North Carolina
$37.6M -$2.18M -64,614 -5%
UBS Group
4
UBS Group
Switzerland
$34.5M -$978K -28,998 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.4M +$2.02M +59,986 +15%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$13.1M -$27.1K -804 -0.2%
Wells Fargo
7
Wells Fargo
California
$10.9M -$50K -1,482 -0.4%
Jane Street
8
Jane Street
New York
$10.6M -$9.6M -284,694 -45%
PC
9
Permanens Capital
New York
$8.51M -$23.8M -705,182 -72%
KCM
10
Karp Capital Management
California
$5.96M -$331K -9,804 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.93M +$36.3K +1,078 +0.6%
PPP
12
Private Portfolio Partners
New Jersey
$5.62M +$89.1K +2,644 +1%
AWM
13
Activest Wealth Management
Florida
$5.48M +$5.39M +160,000 +1,063%
LPL Financial
14
LPL Financial
California
$5.29M -$61K -1,810 -1%
CCM
15
Condor Capital Management
New Jersey
$5.16M -$26K -772 -0.5%
Truist Financial
16
Truist Financial
North Carolina
$5.02M +$87.2K +2,586 +2%
KAS
17
Kestra Advisory Services
Texas
$4.58M +$466K +13,828 +10%
CI
18
Conning Inc
Connecticut
$4.34M – – –
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.14M -$155K -4,604 -3%
ACIM
20
Azimuth Capital Investment Management
Michigan
$4.08M -$17.9K -530 -0.4%
RJT
21
Raymond James Trust
Florida
$3.49M – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.41M +$1.05M +31,060 +40%
HIIFS
23
Harel Insurance Investments & Financial Services
Israel
$2.42M -$195K -5,796 -7%
AWM
24
AE Wealth Management
Kansas
$2.27M +$148K +4,398 +6%
RJA
25
Raymond James & Associates
Florida
$2.2M -$136K -4,036 -5%
1
2 3 4 5

HEDJ Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2022, worth a combined $436M — down 15% from $512M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of HEDJ and 11 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 29 added.

The largest buyer was Activest Wealth Management, adding an estimated $5.39M. The largest seller was Permanens Capital, cutting an estimated $23.8M.

  • 169 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2022, down from 178 in Q2 2022.
  • Funds reported $436M of WisdomTree Europe Hedged Equity Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2022 and 19 closed out, a net change of -8 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2022 was Activest Wealth Management, an estimated $5.39M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2022 was Permanens Capital, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2022.