Arete Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Arete Wealth 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
2024 Q3	–	Sell	-9,053	Closed	-$409K	–	752
2024 Q2	$409K	Buy	+9,053	New	+$427K	0.03%	436
2024 Q1	–	Sell	-8,846	Closed	-$379K	–	514
2023 Q4	$379K	Sell	8,846 -1,041	-11%	-$42.1K	0.03%	480
2023 Q3	$391K	Buy	9,887 +1,003	+11%	+$40.5K	0.07%	284
2023 Q2	$364K	Buy	8,884 +50	+0.6%	+$2.05K	0.03%	436
2023 Q1	$363K	Hold	8,834	–	–	0.03%	419
2022 Q4	$309K	Hold	8,834	–	–	0.03%	452
2022 Q3	$275K	Buy	+8,834	New	+$298K	0.03%	426
2022 Q2	–	Sell	-8,090	Closed	-$298K	–	499
2022 Q1	$298K	Sell	8,090 -92	-1%	-$3.49K	0.03%	378
2021 Q4	$328K	Buy	+8,182	New	+$322K	0.03%	371

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Arete Wealth Advisors's HEDJ Position: Q3 2024 in Review

Arete Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 9,053 shares — an estimated $409K sold.

Arete Wealth Advisors first reported a position in HEDJ in Q4 2021 and held it in 9 quarters. The position peaked at $409K in Q2 2024. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

Arete Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 9,053 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $409K.
Arete Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and held it in 9 quarters.
Arete Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $409K in Q2 2024.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.