Allie Family Office’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Allie Family Office’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
2024 Q3	–	Sell	-5,260	Closed	-$238K	–	95
2024 Q2	$238K	Buy	5,260 +90	+2%	+$4.25K	0.14%	74
2024 Q1	$250K	Buy	+5,170	New	+$233K	0.15%	68

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Allie Family Office's HEDJ Position: Q3 2024 in Review

Allie Family Office sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 5,260 shares — an estimated $238K sold.

Allie Family Office first reported a position in HEDJ in Q1 2024 and held it in 2 quarters. The position peaked at $250K in Q1 2024. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

Allie Family Office reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Allie Family Office sold 5,260 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $238K.
Allie Family Office first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2024 and held it in 2 quarters.
Allie Family Office's WisdomTree Europe Hedged Equity Fund position peaked at $250K in Q1 2024.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Allie Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.