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EMFO LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

EMFO LLC’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
Q4 		– Sell
-6,000
Closed -$237K – 298
2023
Q3 		$237K Hold
6,000
– – 0.22% 81
2023
Q2 		$246K Hold
6,000
– – 0.22% 86
2023
Q1 		$247K Buy
+6,000
New +$235K 0.23% 78

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

EMFO LLC's HEDJ Position: Q4 2023 in Review

EMFO LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2023, closing a stake of 6,000 shares — an estimated $237K sold.

EMFO LLC first reported a position in HEDJ in Q1 2023 and held it in 3 quarters. The position peaked at $247K in Q1 2023. 194 funds tracked by Wall St. Rank hold HEDJ as of Q4 2023.

  • EMFO LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
  • EMFO LLC sold 6,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2023, an estimated $237K.
  • EMFO LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and held it in 3 quarters.
  • EMFO LLC's WisdomTree Europe Hedged Equity Fund position peaked at $247K in Q1 2023.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2023.

Based on EMFO LLC's 13F filing for Q4 2023, filed 30 Jan 2024.