Blue Trust Inc’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Blue Trust Inc’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	–	Sell	-34	Closed	-$1K	–	2239
2023 Q1	$1K	Hold	34	–	–	﹤0.01%	2157
2022 Q4	$1K	Hold	34	–	–	﹤0.01%	2066
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	1930
2022 Q2	$1K	Buy	+34	New	+$1.22K	﹤0.01%	1783

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

Blue Trust Inc's HEDJ Position: Q2 2023 in Review

Blue Trust Inc sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 34 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in HEDJ in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2023. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Blue Trust Inc reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 34 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $1K.
Blue Trust Inc first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2022 and held it in 4 quarters.
Blue Trust Inc's WisdomTree Europe Hedged Equity Fund position peaked at $1K in Q1 2023.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.