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Bartlett & Co Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bartlett & Co Wealth 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
2021
Q1 		– Sell
-928
Closed -$30.8K – 1144
2020
Q4 		$30.8K Buy
+928
New +$29.8K ﹤0.01% 606
2018
Q2 		– Sell
-1,600
Closed -$50.2K – 736
2018
Q1 		$50.2K Buy
+1,600
New +$51.1K ﹤0.01% 425

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

Bartlett & Co Wealth Management's HEDJ Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 928 shares — an estimated $30.8K sold.

Bartlett & Co Wealth Management first reported a position in HEDJ in Q1 2018 and held it in 2 quarters. The position peaked at $50.2K in Q1 2018. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 928 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $30.8K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $50.2K in Q1 2018.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.