EWM
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Edge Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Edge Wealth Management’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
Q2 		– Sell
-7,778
Closed -$286K – 94
2022
Q1 		$286K Buy
7,778
+3,338
+75% +$126K 0.06% 68
2021
Q4 		$178K Buy
4,440
+2,528
+132% +$99.6K 0.03% 96
2021
Q3 		$73K Hold
1,912
– – 0.01% 153
2021
Q2 		$73K Hold
1,912
– – 0.01% 157
2021
Q1 		$70K Sell
1,912
-48
-2% -$1.65K 0.01% 165
2020
Q4 		$65K Sell
1,960
-76
-4% -$2.44K 0.01% 163
2020
Q3 		$63K Buy
2,036
+88
+5% +$2.74K 0.01% 184
2020
Q2 		$59K Buy
1,948
+20
+1% +$569 0.01% 254
2020
Q1 		$49K Buy
1,928
+300
+18% +$9.57K 0.01% 243
2019
Q4 		$57K Buy
1,628
+80
+5% +$2.76K 0.01% 245
2019
Q3 		$52K Buy
1,548
+30
+2% +$987 0.01% 248
2019
Q2 		$50K Sell
1,518
-632
-29% -$20.8K 0.01% 257
2019
Q1 		$69K Hold
2,150
– – 0.02% 212
2018
Q4 		$61K Sell
2,150
-257,640
-99% -$7.64M 0.02% 229
2018
Q3 		$8.21M Sell
259,790
-1,256
-0.5% -$40.3K 1.97% 19
2018
Q2 		$8.24M Buy
261,046
+9,036
+4% +$295K 2.1% 19
2018
Q1 		$7.9M Buy
252,010
+23,594
+10% +$753K 2.1% 19
2017
Q4 		$7.29M Buy
228,416
+6,188
+3% +$201K 2.06% 17
2017
Q3 		$7.19M Buy
222,228
+221,618
+36,331% +$6.95M 2.17% 18
2017
Q2 		$19K Hold
610
– – 0.01% 308
2017
Q1 		$19K Hold
610
– – 0.01% 294
2016
Q4 		$17K Hold
610
– – 0.01% 288
2016
Q3 		$16K Sell
610
-8,660
-93% -$229K 0.01% 289
2016
Q2 		$234K Buy
9,270
+7,320
+375% +$190K 0.1% 101
2016
Q1 		$51K Sell
1,950
-486,274
-100% -$12.3M 0.02% 173
2015
Q4 		$13.2M Sell
488,224
-66,282
-12% -$1.96M 4.99% 2
2015
Q3 		$15M Buy
554,506
+2,468
+0.4% +$74.2K 5.67% 1
2015
Q2 		$17M Buy
552,038
+504,540
+1,062% +$16.5M 5.82% 1
2015
Q1 		$1.57M Buy
+47,498
New +$1.47M 0.53% 38

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Edge Wealth Management's HEDJ Position: Q2 2022 in Review

Edge Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2022, closing a stake of 7,778 shares — an estimated $286K sold.

Edge Wealth Management first reported a position in HEDJ in Q1 2015 and held it in 29 quarters. The position peaked at $17M in Q2 2015. 178 funds tracked by Wall St. Rank hold HEDJ as of Q2 2022.

  • Edge Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2022 after selling out during the quarter.
  • Edge Wealth Management sold 7,778 WisdomTree Europe Hedged Equity Fund shares in Q2 2022, an estimated $286K.
  • Edge Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 29 quarters.
  • Edge Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $17M in Q2 2015.
  • 178 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2022.

Based on Edge Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.