9258 Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

9258 Wealth Management’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
2020 Q4	–	Sell	-7,110	Closed	-$208K	–	313
2020 Q3	$208K	Sell	7,110 -1,230	-15%	-$38.3K	0.08%	265
2020 Q2	$253K	Buy	8,340 +12	+0.1%	+$341	0.1%	227
2020 Q1	$230K	Sell	8,328 -542	-6%	-$17.3K	0.1%	227
2019 Q4	$313K	Buy	8,870 +2,332	+36%	+$80.4K	0.11%	207
2019 Q3	$220K	Buy	6,538 +2	+0%	+$66	0.17%	151
2019 Q2	$216K	Sell	6,536 -608	-9%	-$20K	0.17%	154
2019 Q1	$228K	Hold	7,144	–	–	0.19%	140
2018 Q4	$202K	Buy	+7,144	New	+$212K	0.2%	150

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

9258 Wealth Management's HEDJ Position: Q4 2020 in Review

9258 Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2020, closing a stake of 7,110 shares — an estimated $208K sold.

9258 Wealth Management first reported a position in HEDJ in Q4 2018 and held it in 8 quarters. The position peaked at $313K in Q4 2019. 187 funds tracked by Wall St. Rank hold HEDJ as of Q4 2020.

9258 Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
9258 Wealth Management sold 7,110 WisdomTree Europe Hedged Equity Fund shares in Q4 2020, an estimated $208K.
9258 Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 8 quarters.
9258 Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $313K in Q4 2019.
187 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2020.

Based on 9258 Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.