Clearstead Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Clearstead Advisors’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	-50	Closed	-$1.98K	–	1564
2023 Q3	$1.98K	Hold	50	–	–	﹤0.01%	1249
2023 Q2	$2.05K	Hold	50	–	–	﹤0.01%	1145
2023 Q1	$2.06K	Sell	50 -1,244	-96%	-$48.8K	﹤0.01%	1131
2022 Q4	$45.3K	Hold	1,294	–	–	﹤0.01%	642
2022 Q3	$40K	Hold	1,294	–	–	﹤0.01%	651
2022 Q2	$42K	Hold	1,294	–	–	﹤0.01%	651
2022 Q1	$48K	Hold	1,294	–	–	﹤0.01%	687
2021 Q4	$52K	Buy	+1,294	New	+$51K	﹤0.01%	650
2020 Q2	–	Sell	-2,000	Closed	-$51K	–	807
2020 Q1	$51K	Buy	+2,000	New	+$63.8K	0.01%	408

Other funds holding HEDJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Clearstead Advisors's HEDJ Position: Q4 2023 in Review

Clearstead Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2023, closing a stake of 50 shares — an estimated $1.98K sold.

Clearstead Advisors first reported a position in HEDJ in Q1 2020 and held it in 9 quarters. The position peaked at $52K in Q4 2021. 194 funds tracked by Wall St. Rank hold HEDJ as of Q4 2023.

Clearstead Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 50 WisdomTree Europe Hedged Equity Fund shares in Q4 2023, an estimated $1.98K.
Clearstead Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2020 and held it in 9 quarters.
Clearstead Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $52K in Q4 2021.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.