Advisornet Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-200	Closed	-$7K	–	2440
2022 Q4	$7K	Hold	200	–	–	﹤0.01%	1388
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	1470
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	1434
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	1524
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	1544
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	1506
2021 Q2	$8K	Sell	200 -132	-40%	-$4.98K	﹤0.01%	1461
2021 Q1	$12K	Hold	332	–	–	﹤0.01%	1317
2020 Q4	$11K	Hold	332	–	–	﹤0.01%	1264
2020 Q3	$10K	Hold	332	–	–	﹤0.01%	1267
2020 Q2	$10K	Sell	332 -200	-38%	-$5.69K	﹤0.01%	1302
2020 Q1	$14K	Hold	532	–	–	﹤0.01%	1169
2019 Q4	$19K	Hold	532	–	–	﹤0.01%	1200
2019 Q3	$18K	Buy	532 +132	+33%	+$4.34K	﹤0.01%	1213
2019 Q2	$13K	Buy	+400	New	+$13.1K	﹤0.01%	1162
2018 Q2	–	Sell	-1,580	Closed	-$50K	–	1604
2018 Q1	$50K	Buy	+1,580	New	+$50.5K	0.01%	696

Other funds holding HEDJ

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Advisornet Financial's HEDJ Position: Q1 2023 in Review

Advisornet Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2023, closing a stake of 200 shares — an estimated $7K sold.

Advisornet Financial first reported a position in HEDJ in Q1 2018 and held it in 16 quarters. The position peaked at $50K in Q1 2018. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2023.

Advisornet Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 200 WisdomTree Europe Hedged Equity Fund shares in Q1 2023, an estimated $7K.
Advisornet Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 16 quarters.
Advisornet Financial's WisdomTree Europe Hedged Equity Fund position peaked at $50K in Q1 2018.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.