Fiduciary Alliance’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Fiduciary Alliance’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
2024 Q2	–	Sell	-25,482	Closed	-$1.24M	–	218
2024 Q1	$1.24M	Sell	25,482 -9,511	-27%	-$428K	0.22%	86
2023 Q4	$1.5M	Sell	34,993 -785	-2%	-$31.8K	0.3%	65
2023 Q3	$1.41M	Sell	35,778 -86	-0.2%	-$3.47K	0.33%	60
2023 Q2	$1.47M	Buy	35,864 +244	+0.7%	+$10K	0.32%	63
2023 Q1	$1.46M	Buy	+35,620	New	+$1.4M	0.37%	61

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Alliance's HEDJ Position: Q2 2024 in Review

Fiduciary Alliance sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 25,482 shares — an estimated $1.24M sold.

Fiduciary Alliance first reported a position in HEDJ in Q1 2023 and held it in 5 quarters. The position peaked at $1.5M in Q4 2023. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

Fiduciary Alliance reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Fiduciary Alliance sold 25,482 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $1.24M.
Fiduciary Alliance first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and held it in 5 quarters.
Fiduciary Alliance's WisdomTree Europe Hedged Equity Fund position peaked at $1.5M in Q4 2023.
198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on Fiduciary Alliance's 13F filing for Q2 2024, filed 10 Jul 2024.