CFD
HEDJ icon

Creative Financial Designs’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Creative Financial Designs’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
-202
Closed -$7K – 1422
2021
Q1 		$7K Sell
202
-1,094
-84% -$37.7K ﹤0.01% 991
2020
Q4 		$43K Sell
1,296
-22,736
-95% -$730K 0.01% 543
2020
Q3 		$742K Buy
24,032
+1,040
+5% +$32.4K 0.18% 102
2020
Q2 		$698K Buy
22,992
+2,148
+10% +$61.1K 0.21% 86
2020
Q1 		$534K Sell
20,844
-984
-5% -$31.4K 0.27% 66
2019
Q4 		$784K Sell
21,828
-1,432
-6% -$49.4K 0.35% 69
2019
Q3 		$749K Sell
23,260
-2,274
-9% -$74.8K 0.4% 57
2019
Q2 		$854K Sell
25,534
-1,246
-5% -$40.9K 0.46% 52
2019
Q1 		$856K Buy
26,780
+800
+3% +$24.5K 0.51% 50
2018
Q4 		$733K Buy
25,980
+788
+3% +$23.4K 0.53% 45
2018
Q3 		$796K Buy
25,192
+1,392
+6% +$44.6K 0.46% 54
2018
Q2 		$751K Buy
23,800
+3,188
+15% +$104K 0.44% 59
2018
Q1 		$646K Buy
20,612
+456
+2% +$14.6K 0.41% 62
2017
Q4 		$642K Buy
20,156
+812
+4% +$26.4K 0.44% 62
2017
Q3 		$626K Buy
19,344
+1,108
+6% +$34.7K 0.36% 70
2017
Q2 		$568K Buy
18,236
+2,460
+16% +$79.7K 0.36% 70
2017
Q1 		$495K Buy
15,776
+10,830
+219% +$322K 0.36% 72
2016
Q4 		$142K Buy
+4,946
New +$135K 0.12% 142

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Creative Financial Designs's HEDJ Position: Q2 2021 in Review

Creative Financial Designs sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 202 shares — an estimated $7K sold.

Creative Financial Designs first reported a position in HEDJ in Q4 2016 and held it in 18 quarters. The position peaked at $856K in Q1 2019. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

  • Creative Financial Designs reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
  • Creative Financial Designs sold 202 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $7K.
  • Creative Financial Designs first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 18 quarters.
  • Creative Financial Designs's WisdomTree Europe Hedged Equity Fund position peaked at $856K in Q1 2019.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Creative Financial Designs's 13F filing for Q2 2021, filed 27 Jul 2021.