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Altshuler Shaham’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Altshuler Shaham’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
Q3 		– Sell
-355,064
Closed -$13.5M – 574
2021
Q2 		$13.5M Buy
+355,064
New +$13.4M 0.1% 55

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Altshuler Shaham's HEDJ Position: Q3 2021 in Review

Altshuler Shaham sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2021, closing a stake of 355,064 shares — an estimated $13.5M sold.

Altshuler Shaham first reported a position in HEDJ in Q2 2021 and held it in 1 quarter. The position peaked at $13.5M in Q2 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q3 2021.

  • Altshuler Shaham reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 355,064 WisdomTree Europe Hedged Equity Fund shares in Q3 2021, an estimated $13.5M.
  • Altshuler Shaham first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2021 and held it in 1 quarter.
  • Altshuler Shaham's WisdomTree Europe Hedged Equity Fund position peaked at $13.5M in Q2 2021.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.