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Courier Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Courier Capital’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
2021
Q2 		– Sell
-6,058
Closed -$220K – 318
2021
Q1 		$220K Hold
6,058
– – 0.02% 295
2020
Q4 		$201K Buy
+6,058
New +$195K 0.02% 294
2020
Q1 		– Sell
-6,298
Closed -$225K – 278
2019
Q4 		$225K Hold
6,298
– – 0.03% 271
2019
Q3 		$204K Hold
6,298
– – 0.03% 275
2019
Q2 		$208K Hold
6,298
– – 0.03% 277
2019
Q1 		$201K Buy
+6,298
New +$193K 0.03% 281
2018
Q1 		– Sell
-10,438
Closed -$333K – 305
2017
Q4 		$333K Sell
10,438
-626
-6% -$20.3K 0.04% 213
2017
Q3 		$358K Sell
11,064
-2,360
-18% -$74K 0.05% 189
2017
Q2 		$418K Buy
13,424
+198
+1% +$6.41K 0.07% 172
2017
Q1 		$415K Sell
13,226
-1,324
-9% -$39.4K 0.07% 166
2016
Q4 		$418K Sell
14,550
-2,826
-16% -$77.3K 0.08% 165
2016
Q3 		$467K Buy
17,376
+320
+2% +$8.46K 0.09% 148
2016
Q2 		$431K Buy
17,056
+1,760
+12% +$45.7K 0.09% 164
2016
Q1 		$397K Buy
15,296
+830
+6% +$21K 0.08% 168
2015
Q4 		$389K Buy
14,466
+3,330
+30% +$98.3K 0.08% 169
2015
Q3 		$304K Buy
+11,136
New +$335K 0.07% 200

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
PC
Permanens Capital New York $776M AUM 30.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Courier Capital's HEDJ Position: Q2 2021 in Review

Courier Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 6,058 shares — an estimated $220K sold.

Courier Capital first reported a position in HEDJ in Q3 2015 and held it in 16 quarters. The position peaked at $467K in Q3 2016. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

  • Courier Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
  • Courier Capital sold 6,058 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $220K.
  • Courier Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 16 quarters.
  • Courier Capital's WisdomTree Europe Hedged Equity Fund position peaked at $467K in Q3 2016.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Courier Capital's 13F filing for Q2 2021, filed 12 Jul 2021.