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WisdomTree Europe Hedged Equity Fund

180 hedge funds and large institutions have $591M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

2.29% more ownership

Funds ownership: 80.51%82.8% (+2.3%)

4% more capital invested

Capital invested by funds: $566M → $591M (+$25.1M)

5% less funds holding

Funds holding: 189180 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
63
Reduced
41
Closed
24
Calls
$149K
Puts
Net Calls
+$149K
Net Calls Change
-$613K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$140M -$1.21M -29,556 -0.9%
Bank of America
2
Bank of America
North Carolina
$51.1M +$1.9M +46,388 +4%
UBS Group
3
UBS Group
Switzerland
$48.6M +$5.06M +123,296 +12%
Morgan Stanley
4
Morgan Stanley
New York
$48.5M +$644K +15,682 +1%
PC
5
Permanens Capital
New York
$18.7M +$2.7M +65,714 +17%
Jane Street
6
Jane Street
New York
$18.5M +$11.7M +285,952 +172%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$17.7M +$97.8K +2,384 +0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.2M -$2.3M -56,122 -12%
Wells Fargo
9
Wells Fargo
California
$15.1M +$1.37M +33,300 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.8M -$4.35M -105,984 -25%
VFM
11
Valley Financial Management
New York
$10.9M +$2.12M +51,738 +24%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$10.5M +$10.5M +255,548 New
KAH
13
Kathryn A. Hall
$8.26M -$335K -8,160 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.86M +$209K +5,082 +3%
LPL Financial
15
LPL Financial
California
$7.65M +$336K +8,184 +5%
ACIM
16
Azimuth Capital Investment Management
Michigan
$7.45M +$2.11M +51,450 +39%
PPP
17
Private Portfolio Partners
New Jersey
$7.12M +$130K +3,170 +2%
SWP
18
Stratos Wealth Partners
Ohio
$6.93M +$6.95M +169,246 New
CCM
19
Condor Capital Management
New Jersey
$6.53M -$35.3K -860 -0.5%
CI
20
Conning Inc
Connecticut
$5.9M
RJA
21
Raymond James & Associates
Florida
$5.32M +$1.95M +47,560 +58%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.67M -$201K -4,904 -4%
KAS
23
Kestra Advisory Services
Texas
$4.65M -$1.09M -26,498 -19%
RJT
24
Raymond James Trust
Florida
$4.59M
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.32M +$3.91M +95,182 +919%

HEDJ Hedge Fund Activity: Q2 2023 in Review

180 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2023, worth a combined $591M — up 4.4% from $566M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEDJ and 17 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 63 added.

The largest buyer was Jane Street, adding an estimated $11.7M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $13.4M sold.

  • 180 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2023, down from 189 in Q1 2023.
  • Funds reported $591M of WisdomTree Europe Hedged Equity Fund stock for Q2 2023, up 4.4% quarter-over-quarter.
  • 17 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2023 and 24 closed out, a net change of -7 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2023 was Jane Street, an estimated $11.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2023 was Portfolio Strategies, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2023.