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

Executive 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
2019
Q3 		– Sell
-720
Closed -$24K – 407
2019
Q2 		$24K Buy
+720
New +$23.6K ﹤0.01% 440

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Executive Wealth Management's HEDJ Position: Q3 2019 in Review

Executive Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 720 shares — an estimated $24K sold.

Executive Wealth Management first reported a position in HEDJ in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

  • Executive Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 720 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $24K.
  • Executive Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $24K in Q2 2019.
  • 246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.