Carroll Financial Associates’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Carroll Financial 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
2021 Q4	$59K	Hold	1,484	–	–	﹤0.01%	681
2021 Q3	$56K	Hold	1,484	–	–	﹤0.01%	721
2021 Q2	$56K	Hold	1,484	–	–	﹤0.01%	781
2021 Q1	$53K	Hold	1,484	–	–	﹤0.01%	756
2020 Q4	$49K	Hold	1,484	–	–	﹤0.01%	700
2020 Q3	$45K	Hold	1,484	–	–	﹤0.01%	678
2020 Q2	$45K	Hold	1,484	–	–	﹤0.01%	678
2020 Q1	$38K	Hold	1,484	–	–	﹤0.01%	637
2019 Q4	$52K	Hold	1,484	–	–	﹤0.01%	641
2019 Q3	$49K	Sell	1,484 -1,996	-57%	-$65.7K	﹤0.01%	636
2019 Q2	$115K	Hold	3,480	–	–	0.01%	472
2019 Q1	$111K	Sell	3,480 -400	-10%	-$12.3K	0.01%	424
2018 Q4	$111K	Hold	3,880	–	–	0.01%	350
2018 Q3	$122K	Buy	3,880 +400	+11%	+$12.8K	0.01%	348
2018 Q2	$109K	Hold	3,480	–	–	0.01%	362
2018 Q1	$109K	Hold	3,480	–	–	0.01%	364
2017 Q4	$110K	Sell	3,480 -500	-13%	-$16.2K	0.01%	355
2017 Q3	$129K	Hold	3,980	–	–	0.01%	336
2017 Q2	$124K	Sell	3,980 -236	-6%	-$7.64K	0.02%	336
2017 Q1	$132K	Sell	4,216 -224	-5%	-$6.67K	0.02%	311
2016 Q4	$127K	Sell	4,440 -400	-8%	-$10.9K	0.02%	310
2016 Q3	$130K	Sell	4,840 -460	-9%	-$12.2K	0.02%	298
2016 Q2	$133K	Hold	5,300	–	–	0.02%	288
2016 Q1	$137K	Buy	5,300 +684	+15%	+$17.3K	0.03%	269
2015 Q4	$124K	Hold	4,616	–	–	0.03%	260
2015 Q3	$132K	Buy	4,616 +400	+9%	+$12K	0.03%	246
2015 Q2	$130K	Buy	4,216 +2,496	+145%	+$81.5K	0.03%	235
2015 Q1	$57K	Buy	+1,720	New	+$53.3K	0.03%	265
2014 Q4	–	Sell	-200	Closed	-$5K	–	780
2014 Q3	$5K	Buy	+200	New	+$5.75K	﹤0.01%	658

Other funds holding HEDJ

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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carroll Financial Associates's HEDJ Position: Q4 2021 in Review

Carroll Financial Associates held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q4 2021 at 1,484 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Carroll Financial Associates first reported a position in HEDJ in Q3 2014 and has held it in 29 quarters since. The position peaked at $137K in Q1 2016. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

Carroll Financial Associates held 1,484 shares of WisdomTree Europe Hedged Equity Fund worth $59K as of Q4 2021.
Carroll Financial Associates left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q4 2021.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #681 holding.
Carroll Financial Associates first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and has held it in 29 quarters since.
Carroll Financial Associates's WisdomTree Europe Hedged Equity Fund position peaked at $137K in Q1 2016.
203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.