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Beirne Wealth Consulting Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q2 		– Sell
-9,698
Closed -$310K – 158
2019
Q1 		$310K Sell
9,698
-150
-2% -$4.59K 0.24% 130
2018
Q4 		$278K Buy
+9,848
New +$292K 0.24% 131

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Beirne Wealth Consulting Services's HEDJ Position: Q2 2019 in Review

Beirne Wealth Consulting Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2019, closing a stake of 9,698 shares — an estimated $310K sold.

Beirne Wealth Consulting Services first reported a position in HEDJ in Q4 2018 and held it in 2 quarters. The position peaked at $310K in Q1 2019. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

  • Beirne Wealth Consulting Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 9,698 WisdomTree Europe Hedged Equity Fund shares in Q2 2019, an estimated $310K.
  • Beirne Wealth Consulting Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's WisdomTree Europe Hedged Equity Fund position peaked at $310K in Q1 2019.
  • 254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2019, filed 25 Jul 2019.