Castleview Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Castleview Partners’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 Q2	$16K	Buy	+410	New	+$15.5K	0.01%	599
2018 Q1	$850K	Buy	+27,104	New	+$866K	0.7%	35

Other funds holding HEDJ

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Castleview Partners's HEDJ Position: Q2 2021 in Review

Castleview Partners opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021: 410 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Castleview Partners previously reported a position in HEDJ as recently as Q1 2018.

Castleview Partners first reported a position in HEDJ in Q1 2018 and has held it in 2 quarters since. The position peaked at $850K in Q1 2018. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

Castleview Partners held 410 shares of WisdomTree Europe Hedged Equity Fund worth $16K as of Q2 2021.
WisdomTree Europe Hedged Equity Fund was a new Castleview Partners position in Q2 2021.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #599 holding.
Castleview Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and has held it in 2 quarters since.
Castleview Partners's WisdomTree Europe Hedged Equity Fund position peaked at $850K in Q1 2018.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.