Carmichael Hill & Associates’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Carmichael Hill & Associates’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 Q3	–	Sell	-532	Closed	-$24K	–	787
2024 Q2	$24K	Buy	532 +5	+0.9%	+$236	0.01%	455
2024 Q1	$25.5K	Buy	527 +35	+7%	+$1.57K	0.01%	441
2023 Q4	$21.1K	Buy	492 +39	+9%	+$1.58K	0.01%	465
2023 Q3	$17.9K	Buy	453 +87	+24%	+$3.51K	0.01%	486
2023 Q2	$15K	Buy	366 +28	+8%	+$1.15K	0.01%	504
2023 Q1	$13.9K	Hold	338	–	–	0.01%	502
2022 Q4	$11.8K	Hold	338	–	–	0.01%	528
2022 Q3	$11K	Hold	338	–	–	0.01%	544
2022 Q2	$11K	Hold	338	–	–	0.01%	541
2022 Q1	$12K	Hold	338	–	–	0.01%	566
2021 Q4	$14K	Sell	338 -894	-73%	-$35.2K	0.01%	563
2021 Q3	$47K	Hold	1,232	–	–	0.02%	354
2021 Q2	$47K	Hold	1,232	–	–	0.02%	361
2021 Q1	$45K	Hold	1,232	–	–	0.02%	354
2020 Q4	$41K	Hold	1,232	–	–	0.02%	351
2020 Q3	$38K	Hold	1,232	–	–	0.03%	334
2020 Q2	$37K	Hold	1,232	–	–	0.03%	320
2020 Q1	$32K	Hold	1,232	–	–	0.03%	318
2019 Q4	$43K	Buy	+1,232	New	+$42.5K	0.03%	300

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carmichael Hill & Associates's HEDJ Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 532 shares — an estimated $24K sold.

Carmichael Hill & Associates first reported a position in HEDJ in Q4 2019 and held it in 19 quarters. The position peaked at $47K in Q3 2021. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

Carmichael Hill & Associates reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 532 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $24K.
Carmichael Hill & Associates first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 19 quarters.
Carmichael Hill & Associates's WisdomTree Europe Hedged Equity Fund position peaked at $47K in Q3 2021.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.