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

BDO 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
2023 Q2	$123K	Hold	3,000	–	–	0.01%	313
2023 Q1	$123K	Hold	3,000	–	–	0.02%	302
2022 Q4	$105K	Hold	3,000	–	–	0.01%	323
2022 Q3	$93K	Sell	3,000 -204	-6%	-$6.88K	0.01%	333
2022 Q2	$105K	Sell	3,204 -2,124	-40%	-$76.2K	0.01%	319
2022 Q1	$196K	Hold	5,328	–	–	0.02%	271
2021 Q4	$214K	Buy	5,328 +2	+0%	+$79	0.02%	273
2021 Q3	$203K	Hold	5,326	–	–	0.02%	275
2021 Q2	$203K	Sell	5,326 -140	-3%	-$5.28K	0.02%	287
2021 Q1	$199K	Sell	5,466 -6	-0.1%	-$207	0.02%	290
2020 Q4	$181K	Buy	5,472 +4	+0.1%	+$128	0.03%	240
2020 Q3	$169K	Sell	5,468 -146	-3%	-$4.55K	0.03%	234
2020 Q2	$170K	Buy	5,614 +6	+0.1%	+$171	0.03%	230
2020 Q1	$144K	Buy	5,608 +2	+0%	+$64	0.03%	237
2019 Q4	$198K	Buy	5,606 +2	+0%	+$69	0.05%	193
2019 Q3	$189K	Buy	5,604 +10	+0.2%	+$329	0.05%	198
2019 Q2	$185K	Hold	5,594	–	–	0.05%	200
2019 Q1	$179K	Buy	5,594 +594	+12%	+$18.2K	0.05%	180
2018 Q4	$141K	Sell	5,000 -2	-0%	-$59	0.05%	180
2018 Q3	$158K	Hold	5,002	–	–	0.05%	176
2018 Q2	$158K	Hold	5,002	–	–	0.05%	175
2018 Q1	$157K	Hold	5,002	–	–	0.06%	142
2017 Q4	$159K	Hold	5,002	–	–	0.07%	123
2017 Q3	$162K	Hold	5,002	–	–	0.08%	115
2017 Q2	$156K	Buy	+5,002	New	+$162K	0.07%	137

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDO Wealth Advisors's HEDJ Position: Q2 2023 in Review

BDO Wealth Advisors held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2023 at 3,000 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #313.

BDO Wealth Advisors first reported a position in HEDJ in Q2 2017 and has held it in 25 quarters since. The position peaked at $214K in Q4 2021. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

BDO Wealth Advisors held 3,000 shares of WisdomTree Europe Hedged Equity Fund worth $123K as of Q2 2023.
BDO Wealth Advisors left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2023.
WisdomTree Europe Hedged Equity Fund made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #313 holding.
BDO Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $214K in Q4 2021.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.