Cary Street Partners Investment Advisory’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-500	Closed	-$19.8K	–	1121
2023 Q3	$19.8K	Buy	500 +432	+635%	+$17.4K	﹤0.01%	1127
2023 Q2	$2.78K	Hold	68	–	–	﹤0.01%	1540
2023 Q1	$2.79K	Hold	68	–	–	﹤0.01%	1451
2022 Q4	$2.38K	Buy	+68	New	+$2.36K	﹤0.01%	1481
2020 Q4	–	Sell	-500	Closed	-$15K	–	560
2020 Q3	$15K	Buy	+500	New	+$15.6K	﹤0.01%	704

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's HEDJ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2023, closing a stake of 500 shares — an estimated $19.8K sold.

Cary Street Partners Investment Advisory first reported a position in HEDJ in Q3 2020 and held it in 5 quarters. The position peaked at $19.8K in Q3 2023. 194 funds tracked by Wall St. Rank hold HEDJ as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 500 WisdomTree Europe Hedged Equity Fund shares in Q4 2023, an estimated $19.8K.
Cary Street Partners Investment Advisory first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's WisdomTree Europe Hedged Equity Fund position peaked at $19.8K in Q3 2023.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.