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

Colonial Trust 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
2024
Q2 		– Sell
-220
Closed -$10.6K – 880
2024
Q1 		$10.6K Buy
+220
New +$9.89K ﹤0.01% 583

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Colonial Trust Advisors's HEDJ Position: Q2 2024 in Review

Colonial Trust Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 220 shares — an estimated $10.6K sold.

Colonial Trust Advisors first reported a position in HEDJ in Q1 2024 and held it in 1 quarter. The position peaked at $10.6K in Q1 2024. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

  • Colonial Trust Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 220 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $10.6K.
  • Colonial Trust Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $10.6K in Q1 2024.
  • 198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.