5L
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55I LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

55I LLC’s Portfolio HEDJ Stock Details HEDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$432K Buy
13,890
+7,100
+105% +$239K 0.01% 413
2022
Q2 		$223K Buy
6,790
+294
+5% +$10.5K 0.01% 502
2022
Q1 		$239K Buy
+6,496
New +$246K 0.01% 471
2020
Q4 		– Sell
-154,440
Closed -$4.77M – 261
2020
Q3 		$4.77M Buy
+154,440
New +$4.81M 0.43% 46

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

55I LLC's HEDJ Position: Q3 2022 in Review

55I LLC increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 105% in Q3 2022, buying an estimated $239K and bringing the position to 13,890 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #413.

55I LLC first reported a position in HEDJ in Q3 2020 and has held it in 4 quarters since. The position peaked at $4.77M in Q3 2020. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

  • 55I LLC held 13,890 shares of WisdomTree Europe Hedged Equity Fund worth $432K as of Q3 2022.
  • 55I LLC bought 7,100 WisdomTree Europe Hedged Equity Fund shares in Q3 2022, an estimated $239K.
  • WisdomTree Europe Hedged Equity Fund made up 0.01% of 55I LLC's portfolio in Q3 2022, its #413 holding.
  • 55I LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and has held it in 4 quarters since.
  • 55I LLC's WisdomTree Europe Hedged Equity Fund position peaked at $4.77M in Q3 2020.
  • 169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.