Beacon Capital Management LLC (Tennessee)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	–	Sell	-64	Closed	-$2.24K	–	970
2022 Q4	$2.24K	Buy	+64	New	+$2.22K	﹤0.01%	781
2022 Q3	–	Sell	-64	Closed	-$2K	–	911
2022 Q2	$2K	Hold	64	–	–	﹤0.01%	783
2022 Q1	$2K	Buy	+64	New	+$2.42K	﹤0.01%	784

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

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

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

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

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HEDJ Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2023, closing a stake of 64 shares — an estimated $2.24K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HEDJ in Q1 2022 and held it in 3 quarters. The position peaked at $2.24K in Q4 2022. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 64 WisdomTree Europe Hedged Equity Fund shares in Q1 2023, an estimated $2.24K.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2022 and held it in 3 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree Europe Hedged Equity Fund position peaked at $2.24K in Q4 2022.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.