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

Bartlett & Co’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 -$31K – 1102
2020
Q4 		$31K Buy
+928
New +$29.8K ﹤0.01% 605
2018
Q2 		– Sell
-1,600
Closed -$50K – 715
2018
Q1 		$50K Buy
+1,600
New +$51.1K ﹤0.01% 425
2016
Q3 		– Sell
-1,158
Closed -$29K – 707
2016
Q2 		$29K Buy
1,158
+750
+184% +$19.5K ﹤0.01% 501
2016
Q1 		$11K Hold
408
– – ﹤0.01% 591
2015
Q4 		$11K Hold
408
– – ﹤0.01% 605
2015
Q3 		$11K Buy
+408
New +$12.3K ﹤0.01% 597
2013
Q3 		– Sell
-458
Closed -$11K – 840
2013
Q2 		$11K Buy
+458
New +$11.6K ﹤0.01% 586

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $564B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 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 $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return