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WisdomTree Europe Hedged Equity Fund

194 hedge funds and large institutions have $662M 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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

13% more capital invested

Capital invested by funds: $586M → $662M (+$76.3M)

5% more funds holding

Funds holding: 184194 (+10)

2.52% more ownership

Funds ownership: 42.56%45.08% (+2.5%)

33% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 66

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
44
Reduced
66
Closed
8
Calls
$97K
Puts
Net Calls
+$97K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$139M -$3.04M -75,061 -2%
Morgan Stanley
2
Morgan Stanley
New York
$104M +$50M +1,236,248 +103%
Bank of America
3
Bank of America
North Carolina
$68.3M +$14.1M +348,516 +28%
UBS Group
4
UBS Group
Switzerland
$47.8M -$2.53M -62,498 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.9M +$1.72M +42,467 +11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$18.4M -$93.3K -2,307 -0.5%
PC
7
Permanens Capital
New York
$17.5M -$15.7M -388,378 -49%
Wells Fargo
8
Wells Fargo
California
$16.6M +$392K +9,698 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$6.32M +156,120 +76%
LPL Financial
10
LPL Financial
California
$12.2M +$3.31M +81,705 +40%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.66M -$231K -5,720 -2%
Jane Street
12
Jane Street
New York
$9.41M -$10.8M -266,038 -55%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.9M -$833K -20,587 -9%
SWP
14
Stratos Wealth Partners
Ohio
$7.9M +$89.3K +2,207 +1%
PPP
15
Private Portfolio Partners
New Jersey
$7.75M +$154K +3,818 +2%
ACIM
16
Azimuth Capital Investment Management
Michigan
$7.64M -$139K -3,430 -2%
KAH
17
Kathryn A. Hall
$7.47M -$1.11M -27,500 -14%
CCM
18
Condor Capital Management
New Jersey
$6.93M +$56.3K +1,392 +0.9%
CI
19
Conning Inc
Connecticut
$6.17M
VWM
20
Valley Wealth Managers
New Jersey
$5.54M +$88.7K +2,193 +2%
RJA
21
Raymond James & Associates
Florida
$5.05M -$548K -13,550 -10%
AWM
22
AE Wealth Management
Kansas
$5.04M +$400K +9,889 +9%
RJT
23
Raymond James Trust
Florida
$4.81M
RFS
24
Retirement Financial Solutions
Tennessee
$4.56M +$315K +7,796 +8%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.4M -$249K -6,158 -6%