9WM
HEDJ icon

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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return