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Ahrens Investment Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ahrens Investment Partners’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 		$16.4K Buy
+400
New +$15.7K 0.01% 507
2022
Q3 		– Sell
-400
Closed -$13K – 483
2022
Q2 		$13K Hold
400
– – 0.01% 587
2022
Q1 		$15K Hold
400
– – ﹤0.01% 632
2021
Q4 		$16K Buy
+400
New +$15.8K 0.01% 630

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Ahrens Investment Partners's HEDJ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2023: 400 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in HEDJ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in HEDJ in Q4 2021 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2023.

  • Ahrens Investment Partners held 400 shares of WisdomTree Europe Hedged Equity Fund worth $16.4K as of Q1 2023.
  • WisdomTree Europe Hedged Equity Fund was a new Ahrens Investment Partners position in Q1 2023.
  • WisdomTree Europe Hedged Equity Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #507 holding.
  • Ahrens Investment Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.