EWA
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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 – 360
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 – 550
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return