HEDJ icon

WisdomTree Europe Hedged Equity Fund

190 hedge funds and large institutions have $567M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
190
Holders Change
+17
Holders Change %
+9.83%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
35
Increased
37
Reduced
57
Closed
15
Calls
$894K
Puts
$132K
Net Calls
+$762K
Net Calls Change
-$175K
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$141M 1,720,398 -298,596 -15%
Bank of America
2
Bank of America
North Carolina
$49.5M 601,533 +25,670 +4%
Morgan Stanley
3
Morgan Stanley
New York
$48M 584,059 -19,675 -3%
UBS Group
4
UBS Group
Switzerland
$43.8M 532,559 +43,513 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.6M 237,987 -54,438 -19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$17.7M 215,073 +3,754 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.2M 209,020 +113,442 +119%
PC
8
Permanens Capital
New York
$16M 195,206 +87,248 +81%
Wells Fargo
9
Wells Fargo
California
$13.8M 167,934 +2,540 +2%
PS
10
Portfolio Strategies
New York
$13.4M 163,150 +163,150 New
VFM
11
Valley Financial Management
New York
$8.84M 107,560 +107,560 New
KAH
12
Kathryn A. Hall
$8.63M 104,990 +104,990 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$7.69M 93,507 +42,629 +84%
LPL Financial
14
LPL Financial
California
$7.35M 89,401 +1,670 +2%
PPP
15
Private Portfolio Partners
New Jersey
$7.02M 85,374 -7,982 -9%
Truist Financial
16
Truist Financial
North Carolina
$6.85M 83,378 +3,017 +4%
Jane Street
17
Jane Street
New York
$6.84M 83,218 -325,163 -80%
CCM
18
Condor Capital Management
New Jersey
$6.6M 80,242 -2,660 -3%
CI
19
Conning Inc
Connecticut
$5.92M 72,015
KAS
20
Kestra Advisory Services
Texas
$5.76M 70,091 +1,948 +3%
ACIM
21
Azimuth Capital Investment Management
Michigan
$5.37M 65,265 +1,350 +2%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.9M 59,549 -4,765 -7%
RJT
23
Raymond James Trust
Florida
$4.61M 56,098
RJA
24
Raymond James & Associates
Florida
$3.39M 41,236 +1,254 +3%
OMC
25
Old Mission Capital
Illinois
$3.34M 40,680 +25,656 +171%