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D.A. Davidson & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

D.A. Davidson & Co’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
-13,188
Closed -$637K – 1392
2024
Q1 		$637K Buy
+13,188
New +$593K 0.01% 894
2020
Q3 		– Sell
-7,622
Closed -$231K – 962
2020
Q2 		$231K Buy
+7,622
New +$217K ﹤0.01% 819
2017
Q3 		– Sell
-6,378
Closed -$198K – 1469
2017
Q2 		$198K Buy
6,378
+3,170
+99% +$103K ﹤0.01% 955
2017
Q1 		$100K Buy
3,208
+1,376
+75% +$41K ﹤0.01% 1249
2016
Q4 		$52K Buy
1,832
+722
+65% +$19.8K ﹤0.01% 1575
2016
Q3 		$29K Sell
1,110
-312
-22% -$8.25K ﹤0.01% 1734
2016
Q2 		$35K Buy
1,422
+174
+14% +$4.52K ﹤0.01% 1546
2016
Q1 		$32K Sell
1,248
-1,616
-56% -$40.9K ﹤0.01% 1557
2015
Q4 		$77K Sell
2,864
-3,016
-51% -$89K ﹤0.01% 1229
2015
Q3 		$159K Sell
5,880
-8,342
-59% -$251K 0.01% 909
2015
Q2 		$437K Buy
14,222
+11,622
+447% +$380K 0.01% 616
2015
Q1 		$85K Buy
+2,600
New +$80.6K ﹤0.01% 1206

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

D.A. Davidson & Co's HEDJ Position: Q2 2024 in Review

D.A. Davidson & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 13,188 shares — an estimated $637K sold.

D.A. Davidson & Co first reported a position in HEDJ in Q1 2015 and held it in 12 quarters. The position peaked at $637K in Q1 2024. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

  • D.A. Davidson & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 13,188 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $637K.
  • D.A. Davidson & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 12 quarters.
  • D.A. Davidson & Co's WisdomTree Europe Hedged Equity Fund position peaked at $637K in Q1 2024.
  • 198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on D.A. Davidson & Co's 13F filing for Q2 2024, filed 1 Aug 2024.