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WisdomTree Europe Hedged Equity Fund

195 hedge funds and large institutions have $758M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $662M → $758M (+$96M)

1% more funds holding

Funds holding: 194195 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.75% less ownership

Funds ownership: 45.08%40.32% (-4.8%)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
42
Reduced
58
Closed
22
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$155M -$1.23M -27,277 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$62.1M -$51.7M -1,149,637 -47%
Bank of America
3
Bank of America
North Carolina
$57.9M -$17.8M -395,314 -25%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$55.4M +$51.6M +1,146,520 New
UBS Group
5
UBS Group
Switzerland
$53.4M -$479K -10,660 -1%
PC
6
Permanens Capital
New York
$39M +$18M +400,845 +98%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.1M -$161K -3,587 -0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$20.8M +$44.3K +984 +0.2%
Wells Fargo
9
Wells Fargo
California
$20.2M +$1.37M +30,443 +8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$1.43M +31,721 +9%
LPL Financial
11
LPL Financial
California
$18.5M +$4.47M +99,379 +35%
SWP
12
Stratos Wealth Partners
Ohio
$11.2M +$2.14M +47,617 +26%
SMF
13
Sterling Manor Financial
New York
$10.5M +$9.8M +217,884 New
Ameriprise
14
Ameriprise
Minnesota
$10.3M +$7.63M +169,750 +399%
JP Morgan Chase
15
JP Morgan Chase
New York
$9.57M -$435K -9,661 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.26M -$1.51M -33,656 -15%
PPP
17
Private Portfolio Partners
New Jersey
$8.93M +$186K +4,142 +2%
ACIM
18
Azimuth Capital Investment Management
Michigan
$8.61M -$900 -20 -0%
KAH
19
Kathryn A. Hall
$7.91M -$470K -10,450 -6%
CCM
20
Condor Capital Management
New Jersey
$7.78M -$34.1K -758 -0.5%
CI
21
Conning Inc
Connecticut
$6.96M
VWM
22
Valley Wealth Managers
New Jersey
$5.68M -$527K -11,712 -9%
RFS
23
Retirement Financial Solutions
Tennessee
$5.6M +$428K +9,508 +9%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$5.47M +$5.1M +113,333 New
RJT
25
Raymond James Trust
Florida
$5.42M