Bourgeon Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bourgeon Capital Management’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	-2,000	Closed	-$82.2K	–	342
2023 Q1	$82.2K	Hold	2,000	–	–	0.02%	124
2022 Q4	$70K	Hold	2,000	–	–	0.02%	137
2022 Q3	$62K	Hold	2,000	–	–	0.02%	127
2022 Q2	$66K	Hold	2,000	–	–	0.02%	128
2022 Q1	$74K	Hold	2,000	–	–	0.02%	130
2021 Q4	$80K	Hold	2,000	–	–	0.02%	132
2021 Q3	$76K	Hold	2,000	–	–	0.02%	143
2021 Q2	$76K	Hold	2,000	–	–	0.02%	145
2021 Q1	$73K	Hold	2,000	–	–	0.02%	145
2020 Q4	$66K	Hold	2,000	–	–	0.02%	138
2020 Q3	$62K	Hold	2,000	–	–	0.02%	133
2020 Q2	$61K	Hold	2,000	–	–	0.02%	109
2020 Q1	$51K	Hold	2,000	–	–	0.03%	107
2019 Q4	$71K	Hold	2,000	–	–	0.03%	103
2019 Q3	$67K	Buy	+2,000	New	+$65.8K	0.04%	102

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bourgeon Capital Management's HEDJ Position: Q2 2023 in Review

Bourgeon Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 2,000 shares — an estimated $82.2K sold.

Bourgeon Capital Management first reported a position in HEDJ in Q3 2019 and held it in 15 quarters. The position peaked at $82.2K in Q1 2023. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Bourgeon Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Bourgeon Capital Management sold 2,000 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $82.2K.
Bourgeon Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2019 and held it in 15 quarters.
Bourgeon Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $82.2K in Q1 2023.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Bourgeon Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.