BFEC
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Benjamin F. Edwards & Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$11K Sell
240
-592
-71% -$27.9K ﹤0.01% 1697
2024
Q1 		$41K Sell
832
-68
-8% -$3.06K ﹤0.01% 1358
2023
Q4 		$39K Sell
900
-122
-12% -$4.93K ﹤0.01% 1313
2023
Q3 		$40K Hold
1,022
– – ﹤0.01% 1119
2023
Q2 		$42K Sell
1,022
-1,334
-57% -$54.8K ﹤0.01% 1131
2023
Q1 		$97K Buy
2,356
+894
+61% +$35.1K ﹤0.01% 916
2022
Q4 		$51K Sell
1,462
-818
-36% -$28.4K ﹤0.01% 1073
2022
Q3 		$71K Sell
2,280
-100
-4% -$3.37K ﹤0.01% 959
2022
Q2 		$78K Buy
+2,380
New +$85.4K ﹤0.01% 936
2020
Q4 		– Sell
-166
Closed -$5K – 1661
2020
Q3 		$5K Hold
166
– – ﹤0.01% 1423
2020
Q2 		$5K Sell
166
-1,284
-89% -$36.5K ﹤0.01% 1423
2020
Q1 		$37K Sell
1,450
-798
-35% -$25.5K ﹤0.01% 920
2019
Q4 		$79K Buy
2,248
+2
+0.1% +$69 0.01% 842
2019
Q3 		$76K Sell
2,246
-24,536
-92% -$807K 0.01% 807
2019
Q2 		$886K Buy
26,782
+684
+3% +$22.5K 0.07% 258
2019
Q1 		$834K Buy
26,098
+2,072
+9% +$63.5K 0.08% 249
2018
Q4 		$678K Sell
24,026
-182
-0.8% -$5.39K 0.07% 261
2018
Q3 		$765K Buy
24,208
+3,270
+16% +$105K 0.07% 265
2018
Q2 		$661K Buy
20,938
+1,800
+9% +$58.7K 0.07% 278
2018
Q1 		$600K Buy
19,138
+2,082
+12% +$66.5K 0.06% 293
2017
Q4 		$543K Buy
17,056
+1,764
+12% +$57.3K 0.06% 298
2017
Q3 		$495K Buy
15,292
+1,466
+11% +$46K 0.06% 285
2017
Q2 		$431K Buy
13,826
+512
+4% +$16.6K 0.06% 300
2017
Q1 		$418K Buy
13,314
+6,724
+102% +$200K 0.06% 288
2016
Q4 		$189K Buy
6,590
+5,834
+772% +$160K 0.03% 376
2016
Q3 		$20K Buy
756
+356
+89% +$9.41K ﹤0.01% 707
2016
Q2 		$10K Sell
400
-200
-33% -$5.19K ﹤0.01% 800
2016
Q1 		$16K Hold
600
– – ﹤0.01% 712
2015
Q4 		$16K Hold
600
– – ﹤0.01% 741
2015
Q3 		$16K Hold
600
– – ﹤0.01% 766
2015
Q2 		$18K Hold
600
– – ﹤0.01% 802
2015
Q1 		$20K Hold
600
– – ﹤0.01% 765
2014
Q4 		$17K Buy
+600
New +$17K ﹤0.01% 706

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Benjamin F. Edwards & Company's HEDJ Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 71% in Q2 2024, selling an estimated $27.9K and leaving 240 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Benjamin F. Edwards & Company first reported a position in HEDJ in Q4 2014 and has held it in 33 quarters since. The position peaked at $886K in Q2 2019. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

  • Benjamin F. Edwards & Company held 240 shares of WisdomTree Europe Hedged Equity Fund worth $11K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 592 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $27.9K.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1697 holding.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 33 quarters since.
  • Benjamin F. Edwards & Company's WisdomTree Europe Hedged Equity Fund position peaked at $886K in Q2 2019.
  • 198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.