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Allred Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-650
Closed -$23.6K – 427
2021
Q1 		$23.6K Buy
+650
New +$22.4K 0.01% 508
2020
Q1 		– Sell
-650
Closed -$22.9K – 369
2019
Q4 		$22.9K Buy
+650
New +$22.4K 0.01% 453

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Allred Capital Management's HEDJ Position: Q2 2021 in Review

Allred Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 650 shares — an estimated $23.6K sold.

Allred Capital Management first reported a position in HEDJ in Q4 2019 and held it in 2 quarters. The position peaked at $23.6K in Q1 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

  • Allred Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 650 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $23.6K.
  • Allred Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $23.6K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.