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WisdomTree Europe Hedged Equity Fund

198 hedge funds and large institutions have $775M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $77K | Put options by funds: $9K

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4.51% more ownership

Funds ownership: 40.32%44.84% (+4.5%)

2% more funds holding

Funds holding: 195198 (+3)

2% more capital invested

Capital invested by funds: $758M → $775M (+$16.6M)

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
73
Reduced
39
Closed
18
Calls
$77K
Puts
$9K
Net Calls
+$68K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$147M +$2.37M +50,259 +2%
Morgan Stanley
2
Morgan Stanley
New York
$68.7M +$11.1M +234,129 +18%
Bank of America
3
Bank of America
North Carolina
$53.9M -$334K -7,071 -0.6%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$51.3M -$584K -12,376 -1%
UBS Group
5
UBS Group
Switzerland
$48.9M -$1.11M -23,526 -2%
PC
6
Permanens Capital
New York
$43.3M +$7.08M +149,984 +19%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$23M +$5.54M +117,313 +30%
LPL Financial
8
LPL Financial
California
$20.4M +$3.16M +66,854 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.9M +$152K +3,219 +0.7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$19.6M +$108K +2,291 +0.5%
Wells Fargo
11
Wells Fargo
California
$19.1M +$204K +4,314 +1%
MAM
12
Madison Asset Management
Wisconsin
$15.1M +$15.8M +334,084 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$12.4M +$7.63M +161,567 +143%
SWP
14
Stratos Wealth Partners
Ohio
$10.6M +$159K +3,373 +1%
SMF
15
Sterling Manor Financial
New York
$10.2M +$358K +7,577 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.98M +$1.37M +28,969 +15%
Ameriprise
17
Ameriprise
Minnesota
$9.84M +$255K +5,411 +3%
PPP
18
Private Portfolio Partners
New Jersey
$8.42M +$54.7K +1,158 +0.6%
ACIM
19
Azimuth Capital Investment Management
Michigan
$8.31M +$254K +5,390 +3%
KAH
20
Kathryn A. Hall
$7.41M
CCM
21
Condor Capital Management
New Jersey
$7.36M +$85.3K +1,808 +1%
Jane Street
22
Jane Street
New York
$7.21M +$7.53M +159,506 New
JP Morgan Chase
23
JP Morgan Chase
New York
$6.75M -$2.3M -48,827 -25%
CI
24
Conning Inc
Connecticut
$6.51M
VWM
25
Valley Wealth Managers
New Jersey
$6.22M +$941K +19,928 +17%

HEDJ Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2024, worth a combined $775M — up 2.2% from $758M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEDJ positions and 18 closed out — a net gain of 6 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $2.3M.

  • 198 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $775M of WisdomTree Europe Hedged Equity Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2024 and 18 closed out, a net change of +6 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2024 was Madison Asset Management, an estimated $15.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2024 was JP Morgan Chase, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.