Delos Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Delos Wealth Advisors’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
2023 Q1	–	Sell	-30	Closed	-$1.05K	–	403
2022 Q4	$1.05K	Hold	30	–	–	﹤0.01%	232
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	242
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	212
2022 Q1	$1K	Sell	30 -44	-59%	-$1.67K	﹤0.01%	229
2021 Q4	$3K	Hold	74	–	–	﹤0.01%	363
2021 Q3	$3K	Hold	74	–	–	﹤0.01%	135
2021 Q2	$3K	Buy	+74	New	+$2.79K	﹤0.01%	128

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Delos Wealth Advisors's HEDJ Position: Q1 2023 in Review

Delos Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2023, closing a stake of 30 shares — an estimated $1.05K sold.

Delos Wealth Advisors first reported a position in HEDJ in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2023.

Delos Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
Delos Wealth Advisors sold 30 WisdomTree Europe Hedged Equity Fund shares in Q1 2023, an estimated $1.05K.
Delos Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2021 and held it in 7 quarters.
Delos Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $3K in Q4 2021.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2023.

Based on Delos Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.