CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

CIBC Private Wealth Group’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
Q4 		– Sell
-690
Closed -$31K – 3067
2024
Q3 		$31K Hold
690
– – ﹤0.01% 1964
2024
Q2 		$31.4K Hold
690
– – ﹤0.01% 1855
2024
Q1 		$33.5K Buy
+690
New +$31K ﹤0.01% 1835

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

CIBC Private Wealth Group's HEDJ Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2024, closing a stake of 690 shares — an estimated $31K sold.

CIBC Private Wealth Group first reported a position in HEDJ in Q1 2024 and held it in 3 quarters. The position peaked at $33.5K in Q1 2024. 200 funds tracked by Wall St. Rank hold HEDJ as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 690 WisdomTree Europe Hedged Equity Fund shares in Q4 2024, an estimated $31K.
  • CIBC Private Wealth Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's WisdomTree Europe Hedged Equity Fund position peaked at $33.5K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.