Enterprise Financial Services Corp (EFSC)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-13,960	Closed	-$457K	–	160
2022 Q2	$457K	Hold	13,960	–	–	0.09%	154
2022 Q1	$514K	Hold	13,960	–	–	0.08%	168
2021 Q4	$559K	Sell	13,960 -350	-2%	-$13.8K	0.09%	166
2021 Q3	$544K	Hold	14,310	–	–	0.07%	177
2021 Q2	$545K	Buy	14,310 +5,000	+54%	+$189K	0.09%	141
2021 Q1	$339K	Hold	9,310	–	–	0.06%	164
2020 Q4	$309K	Sell	9,310 -750	-7%	-$24.1K	0.06%	164
2020 Q3	$311K	Sell	10,060 -7,020	-41%	-$219K	0.06%	153
2020 Q2	$518K	Sell	17,080 -8,050	-32%	-$229K	0.11%	117
2020 Q1	$644K	Buy	25,130 +6,408	+34%	+$204K	0.16%	91
2019 Q4	$661K	Buy	18,722 +7,302	+64%	+$252K	0.14%	103
2019 Q3	$384K	Hold	11,420	–	–	0.09%	143
2019 Q2	$377K	Hold	11,420	–	–	0.08%	153
2019 Q1	$365K	Buy	+11,420	New	+$350K	0.08%	158

Other funds holding HEDJ

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s HEDJ Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2022, closing a stake of 13,960 shares — an estimated $457K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in HEDJ in Q1 2019 and held it in 14 quarters. The position peaked at $661K in Q4 2019. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 13,960 WisdomTree Europe Hedged Equity Fund shares in Q3 2022, an estimated $457K.
Enterprise Financial Services Corp (EFSC) first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s WisdomTree Europe Hedged Equity Fund position peaked at $661K in Q4 2019.
169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.