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Altus Wealth Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-1,370
Closed -$45K – 424
2020
Q4 		$45K Buy
+1,370
New +$44K 0.04% 235

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
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Altus Wealth Group's HEDJ Position: Q1 2021 in Review

Altus Wealth Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 1,370 shares — an estimated $45K sold.

Altus Wealth Group first reported a position in HEDJ in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

  • Altus Wealth Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,370 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $45K.
  • Altus Wealth Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's WisdomTree Europe Hedged Equity Fund position peaked at $45K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.