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WisdomTree Europe Hedged Equity Fund

191 hedge funds and large institutions have $673M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
-8
Holders Change %
-4.02%
% 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
5
Increased
48
Reduced
62
Closed
12
Calls
$85K
Puts
$171K
Net Calls
-$86K
Net Calls Change
-$154K
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$145M 3,218,516 -42,194 -1%
Morgan Stanley
2
Morgan Stanley
New York
$66.8M 1,487,905 -32,659 -2%
Bank of America
3
Bank of America
North Carolina
$53.4M 1,188,428 -3,267 -0.3%
UBS Group
4
UBS Group
Switzerland
$43.8M 974,450 -107,807 -10%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$29.1M 639,633 -494,511 -44%
LPL Financial
6
LPL Financial
California
$21M 466,930 +16,358 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$19.5M 434,118 +503 +0.1%
Wells Fargo
8
Wells Fargo
California
$19.2M 427,860 +4,562 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.5M 411,253 -28,925 -7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$17.8M 396,545 +121,645 +44%
PC
11
Permanens Capital
New York
$16.2M 360,485 -597,980 -62%
SWP
12
Stratos Wealth Partners
Ohio
$11.1M 247,619 +12,258 +5%
Jane Street
13
Jane Street
New York
$8.95M 199,240 +39,734 +25%
PPP
14
Private Portfolio Partners
New Jersey
$8.54M 190,307 +4,169 +2%
ACIM
15
Azimuth Capital Investment Management
Michigan
$8.37M 186,310 +2,600 +1%
VWM
16
Valley Wealth Managers
New Jersey
$8.24M 183,480 +45,944 +33%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$8.14M 181,293 +150,463 +488%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.5M 167,013 -342,562 -67%
KAH
19
Kathryn A. Hall
$7.36M 163,870
CCM
20
Condor Capital Management
New Jersey
$7.35M 163,777 +926 +0.6%
CI
21
Conning Inc
Connecticut
$6.47M 144,030
RFS
22
Retirement Financial Solutions
Tennessee
$6.14M 136,655 +6,402 +5%
SG
23
Sharper & Granite
California
$5.21M 116,025 +1,703 +1%
RJT
24
Raymond James Trust
Florida
$5.04M 112,196
RJA
25
Raymond James & Associates
Florida
$4.85M 108,022 +2,016 +2%