Concourse Financial Group Securities’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Concourse Financial Group Securities’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
2022 Q1	–	Sell	-1,240	Closed	-$47K	–	2283
2021 Q4	$50K	Sell	1,240 -250	-17%	-$9.85K	﹤0.01%	1286
2021 Q3	$57K	Hold	1,490	–	–	﹤0.01%	1255
2021 Q2	$57K	Buy	1,490 +2	+0.1%	+$75	﹤0.01%	1244
2021 Q1	$54K	Sell	1,488 -4	-0.3%	-$138	﹤0.01%	1194
2020 Q4	$49K	Buy	1,492 +136	+10%	+$4.37K	﹤0.01%	1157
2020 Q3	$42K	Hold	1,356	–	–	﹤0.01%	1125
2020 Q2	$41K	Sell	1,356 -992	-42%	-$28.2K	﹤0.01%	1048
2020 Q1	$60K	Hold	2,348	–	–	0.01%	832
2019 Q4	$83K	Buy	+2,348	New	+$80.9K	0.01%	768
2019 Q3	–	Sell	-2,460	Closed	-$80.9K	–	1918
2019 Q2	$81K	Sell	2,460 -996	-29%	-$32.7K	0.01%	709
2019 Q1	$110K	Sell	3,456 -702	-17%	-$21.5K	0.01%	655
2018 Q4	$117K	Buy	4,158 +4,008	+2,672%	+$119K	0.01%	596
2018 Q3	$5K	Buy	+150	New	+$4.81K	﹤0.01%	1393

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Concourse Financial Group Securities's HEDJ Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 1,240 shares — an estimated $47K sold.

Concourse Financial Group Securities first reported a position in HEDJ in Q3 2018 and held it in 13 quarters. The position peaked at $117K in Q4 2018. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Concourse Financial Group Securities reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 1,240 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $47K.
Concourse Financial Group Securities first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2018 and held it in 13 quarters.
Concourse Financial Group Securities's WisdomTree Europe Hedged Equity Fund position peaked at $117K in Q4 2018.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.