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Cornerstone Advisory’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cornerstone Advisory’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
-1,396
Closed -$56K – 445
2021
Q4 		$56K Buy
+1,396
New +$55K 0.01% 404
2018
Q1 		– Sell
-8,966
Closed -$286K – 144
2017
Q4 		$286K Buy
8,966
+2
+0% +$65 0.1% 122
2017
Q3 		$290K Sell
8,964
-1,794
-17% -$56.2K 0.1% 123
2017
Q2 		$335K Sell
10,758
-196
-2% -$6.35K 0.11% 109
2017
Q1 		$344K Buy
10,954
+2,682
+32% +$79.8K 0.17% 80
2016
Q4 		$237K Buy
8,272
+380
+5% +$10.4K 0.18% 79
2016
Q3 		$212K Buy
+7,892
New +$209K 0.17% 78

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PC
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return