Advisory Services Network’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-150	Closed	-$6.17K	–	2375
2023 Q1	$6.17K	Buy	+150	New	+$5.88K	﹤0.01%	3073
2021 Q1	–	Sell	-20	Closed	-$1K	–	2000
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	3148
2020 Q3	$1K	Buy	+20	New	+$623	﹤0.01%	3319
2020 Q2	–	Sell	-5,882	Closed	-$151K	–	1753
2020 Q1	$151K	Sell	5,882 -612	-9%	-$19.5K	0.01%	911
2019 Q4	$229K	Buy	6,494 +270	+4%	+$9.31K	0.01%	862
2019 Q3	$207K	Hold	6,224	–	–	0.01%	815
2019 Q2	$207K	Sell	6,224 -302	-5%	-$9.92K	0.01%	813
2019 Q1	$209K	Buy	6,526 +28	+0.4%	+$858	0.01%	774
2018 Q4	$183K	Sell	6,498 -930	-13%	-$27.6K	0.02%	722
2018 Q3	$235K	Buy	7,428 +126	+2%	+$4.04K	0.02%	716
2018 Q2	$240K	Sell	7,302 -1,328	-15%	-$43.3K	0.02%	697
2018 Q1	$271K	Sell	8,630 -5,478	-39%	-$175K	0.02%	683
2017 Q4	$449K	Buy	14,108 +308	+2%	+$10K	0.04%	523
2017 Q3	$446K	Sell	13,800 -23,692	-63%	-$743K	0.05%	427
2017 Q2	$1.17M	Buy	37,492 +12,562	+50%	+$407K	0.15%	179
2017 Q1	$783K	Buy	+24,930	New	+$742K	0.11%	246
2016 Q3	$731K	Sell	27,196 -1,570	-5%	-$41.5K	0.14%	195
2016 Q2	$727K	Buy	28,766 +1,468	+5%	+$38.1K	0.17%	167
2016 Q1	$709K	Buy	27,298 +1,022	+4%	+$25.9K	0.19%	138
2015 Q4	$707K	Buy	26,276 +26,256	+131,280%	+$775K	0.23%	109
2015 Q3	$1K	Hold	20	–	–	﹤0.01%	1417
2015 Q2	$1K	Hold	20	–	–	﹤0.01%	1336
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	1239
2014 Q4	$1K	Buy	+20	New	+$566	﹤0.01%	1157

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Services Network's HEDJ Position: Q2 2023 in Review

Advisory Services Network sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 150 shares — an estimated $6.17K sold.

Advisory Services Network first reported a position in HEDJ in Q4 2014 and held it in 24 quarters. The position peaked at $1.17M in Q2 2017. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Advisory Services Network reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 150 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $6.17K.
Advisory Services Network first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 24 quarters.
Advisory Services Network's WisdomTree Europe Hedged Equity Fund position peaked at $1.17M in Q2 2017.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.