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

Evolution 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
2021 Q4	–	Sell	-1,650	Closed	-$63K	–	357
2021 Q3	$63K	Sell	1,650 -5,398	-77%	-$212K	0.01%	182
2021 Q2	$269K	Buy	7,048 +3,542	+101%	+$134K	0.05%	92
2021 Q1	$128K	Buy	3,506 +858	+32%	+$29.6K	0.03%	137
2020 Q4	$88K	Buy	2,648 +998	+60%	+$32K	0.02%	138
2020 Q3	$51K	Buy	+1,650	New	+$51.4K	0.01%	180
2020 Q2	–	Sell	-3,252	Closed	-$83K	–	549
2020 Q1	$83K	Sell	3,252 -2,590	-44%	-$82.6K	0.03%	96
2019 Q4	$206K	Buy	+5,842	New	+$201K	0.05%	78
2019 Q1	–	Sell	-264,108	Closed	-$7.45M	–	118
2018 Q4	$7.45M	Buy	+264,108	New	+$7.83M	3.4%	9

Other funds holding HEDJ

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

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

Permanens Capital New York $972M AUM 27.73% 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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolution Wealth Advisors's HEDJ Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2021, closing a stake of 1,650 shares — an estimated $63K sold.

Evolution Wealth Advisors first reported a position in HEDJ in Q4 2018 and held it in 8 quarters. The position peaked at $7.45M in Q4 2018. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

Evolution Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,650 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $63K.
Evolution Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 8 quarters.
Evolution Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $7.45M in Q4 2018.
203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.