Financial Services Advisory’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Financial Services Advisory’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 Q1	–	Sell	-119,634	Closed	-$3.42M	–	30
2021 Q4	$3.42M	Buy	119,634 +36,026	+43%	+$1.42M	1.09%	17
2021 Q3	$3.18M	Buy	+83,608	New	+$3.28M	1.08%	18

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

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

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

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

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

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

Financial Services Advisory's HEDJ Position: Q1 2022 in Review

Financial Services Advisory sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 119,634 shares — an estimated $3.42M sold.

Financial Services Advisory first reported a position in HEDJ in Q3 2021 and held it in 2 quarters. The position peaked at $3.42M in Q4 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Financial Services Advisory reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Financial Services Advisory sold 119,634 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $3.42M.
Financial Services Advisory first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2021 and held it in 2 quarters.
Financial Services Advisory's WisdomTree Europe Hedged Equity Fund position peaked at $3.42M in Q4 2021.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Financial Services Advisory's 13F filing for Q1 2022, filed 12 May 2022.