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American Portfolios Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$39.9K Hold
1,284
– – ﹤0.01% 1839
2022
Q2 		$42K Buy
1,284
+4
+0.3% +$143 ﹤0.01% 1863
2022
Q1 		$47.1K Sell
1,280
-900
-41% -$34.1K ﹤0.01% 1905
2021
Q4 		$87.3K Buy
2,180
+2
+0.1% +$79 ﹤0.01% 1577
2021
Q3 		$82.8K Buy
2,178
+330
+18% +$12.9K ﹤0.01% 1535
2021
Q2 		$70.5K Buy
1,848
+102
+6% +$3.85K ﹤0.01% 1563
2021
Q1 		$63.5K Hold
1,746
– – ﹤0.01% 1499
2020
Q4 		$57.9K Sell
1,746
-648
-27% -$20.8K ﹤0.01% 1362
2020
Q3 		$73.9K Sell
2,394
-200
-8% -$6.23K ﹤0.01% 1187
2020
Q2 		$78.7K Sell
2,594
-1,994
-43% -$56.7K 0.01% 1090
2020
Q1 		$118K Sell
4,588
-4,452
-49% -$142K 0.01% 839
2019
Q4 		$319K Sell
9,040
-34,016
-79% -$1.17M 0.02% 569
2019
Q3 		$1.45M Buy
43,056
+33,748
+363% +$1.11M 0.12% 174
2019
Q2 		$308K Hold
9,308
– – 0.03% 559
2019
Q1 		$297K Hold
9,308
– – 0.03% 516
2018
Q4 		$263K Buy
9,308
+814
+10% +$24.1K 0.03% 445
2018
Q3 		$269K Buy
8,494
+1,552
+22% +$49.8K 0.03% 486
2018
Q2 		$219K Sell
6,942
-314
-4% -$10.2K 0.03% 508
2018
Q1 		$228K Sell
7,256
-198
-3% -$6.32K 0.03% 461
2017
Q4 		$237K Buy
+7,454
New +$242K 0.04% 442

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

American Portfolios Advisors's HEDJ Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q3 2022 at 1,284 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

American Portfolios Advisors first reported a position in HEDJ in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.45M in Q3 2019. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

  • American Portfolios Advisors held 1,284 shares of WisdomTree Europe Hedged Equity Fund worth $39.9K as of Q3 2022.
  • American Portfolios Advisors left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q3 2022.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1839 holding.
  • American Portfolios Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $1.45M in Q3 2019.
  • 169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.