WisdomTree Europe Hedged Equity Fund
HEDJ
194 hedge funds and large institutions have $610M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
5% more funds holding
Funds holding: 184 → 194 (+10)
1.05% less ownership
Funds ownership: 42.56% → 41.51% (-1%)
33% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 66
38% less capital inflows, than outflows
Capital inflows: $34.4M | Capital outflows: $55.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.32M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.31M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.72M |
| 5 |
Morgan Stanley
New York
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
-$15.7M |
| 2 |
Jane Street
New York
|
-$10.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$7.16M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.73M |
| 5 |
Goldman Sachs
New York
|
-$3.04M |
HEDJ Hedge Fund Activity: Q4 2023 in Review
194 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2023, worth a combined $610M — up 4.1% from $586M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HEDJ positions and 8 closed out — a net gain of 12 holders — while 44 added to existing stakes and 66 trimmed.
The largest buyer was Bank of America, adding an estimated $14.1M. The largest seller was Permanens Capital, cutting an estimated $15.7M.
- 194 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2023, up from 184 in Q3 2023.
- Funds reported $610M of WisdomTree Europe Hedged Equity Fund stock for Q4 2023, up 4.1% quarter-over-quarter.
- 20 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2023 and 8 closed out, a net change of +12 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2023 was Bank of America, an estimated $14.1M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2023 was Permanens Capital, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2023.