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WisdomTree Europe Hedged Equity Fund

192 hedge funds and large institutions have $673M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 198192 (-6)

3.95% less ownership

Funds ownership: 44.84%40.88% (-4%)

13% less capital invested

Capital invested by funds: $775M → $673M (-$102M)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less call options, than puts

Call options by funds: $85K | Put options by funds: $171K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
48
Reduced
62
Closed
11
Calls
$85K
Puts
$171K
Net Calls
-$86K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$145M -$1.86M -42,194 -1%
Morgan Stanley
2
Morgan Stanley
New York
$66.8M -$1.44M -32,659 -2%
Bank of America
3
Bank of America
North Carolina
$53.4M -$144K -3,267 -0.3%
UBS Group
4
UBS Group
Switzerland
$43.8M -$4.76M -107,807 -10%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$29.1M -$21.8M -494,511 -44%
LPL Financial
6
LPL Financial
California
$21M +$723K +16,358 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$19.5M +$22.2K +503 +0.1%
Wells Fargo
8
Wells Fargo
California
$19.2M +$202K +4,562 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.5M -$1.28M -28,925 -7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$17.8M +$5.37M +121,645 +44%
PC
11
Permanens Capital
New York
$16.2M -$26.4M -597,980 -62%
SWP
12
Stratos Wealth Partners
Ohio
$11.1M +$541K +12,258 +5%
Jane Street
13
Jane Street
New York
$8.95M +$1.76M +39,734 +25%
PPP
14
Private Portfolio Partners
New Jersey
$8.54M +$184K +4,169 +2%
ACIM
15
Azimuth Capital Investment Management
Michigan
$8.37M +$115K +2,600 +1%
VWM
16
Valley Wealth Managers
New Jersey
$8.24M +$2.03M +45,944 +33%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$8.14M +$6.65M +150,463 +488%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.5M -$15.1M -342,562 -67%
KAH
19
Kathryn A. Hall
$7.36M
CCM
20
Condor Capital Management
New Jersey
$7.35M +$40.9K +926 +0.6%
CI
21
Conning Inc
Connecticut
$6.47M
RFS
22
Retirement Financial Solutions
Tennessee
$6.14M +$283K +6,402 +5%
SG
23
Sharper & Granite
California
$5.21M +$75.2K +1,703 +1%
RJT
24
Raymond James Trust
Florida
$5.04M
RJA
25
Raymond James & Associates
Florida
$4.85M +$89K +2,016 +2%

HEDJ Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2024, worth a combined $673M — down 13% from $775M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HEDJ and 6 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 48 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.65M. The largest seller was Permanens Capital, cutting an estimated $26.4M.

  • 192 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2024, down from 198 in Q2 2024.
  • Funds reported $673M of WisdomTree Europe Hedged Equity Fund stock for Q3 2024, down 13% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2024 and 11 closed out, a net change of -5 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $6.65M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2024 was Permanens Capital, an estimated $26.4M sold.

Based on aggregated 13F filings for Q3 2024.