Barrett Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Barrett Asset 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
2022 Q1	–	Sell	-1,040	Closed	-$42K	–	322
2021 Q4	$42K	Hold	1,040	–	–	﹤0.01%	412
2021 Q3	$40K	Hold	1,040	–	–	﹤0.01%	338
2021 Q2	$40K	Hold	1,040	–	–	﹤0.01%	337
2021 Q1	$38K	Hold	1,040	–	–	﹤0.01%	324
2020 Q4	$34K	Buy	+1,040	New	+$33.4K	﹤0.01%	291

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrett Asset Management's HEDJ Position: Q1 2022 in Review

Barrett Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 1,040 shares — an estimated $42K sold.

Barrett Asset Management first reported a position in HEDJ in Q4 2020 and held it in 5 quarters. The position peaked at $42K in Q4 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Barrett Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 1,040 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $42K.
Barrett Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and held it in 5 quarters.
Barrett Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $42K in Q4 2021.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.