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

Focused 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
2022 Q2	–	Sell	-60	Closed	-$2K	–	988
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	785
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	807
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	810
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	816
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	801
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	734
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	693
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	673
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	606
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	639
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	633
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	663
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	616
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	614
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	583
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	577
2018 Q1	$2K	Sell	60 -250	-81%	-$7.98K	﹤0.01%	620
2017 Q4	$10K	Buy	310 +192	+163%	+$6.24K	﹤0.01%	467
2017 Q3	$4K	Buy	118 +60	+103%	+$1.88K	﹤0.01%	536
2017 Q2	$2K	Hold	58	–	–	﹤0.01%	630
2017 Q1	$2K	Hold	58	–	–	﹤0.01%	616
2016 Q4	$2K	Sell	58 -310	-84%	-$8.48K	﹤0.01%	613
2016 Q3	$10K	Buy	368 +78	+27%	+$2.06K	﹤0.01%	442
2016 Q2	$7K	Sell	290 -3,084	-91%	-$80.1K	﹤0.01%	478
2016 Q1	$88K	Sell	3,374 -1,194	-26%	-$30.2K	0.05%	145
2015 Q4	$123K	Buy	4,568 +168	+4%	+$4.96K	0.07%	135
2015 Q3	$120K	Hold	4,400	–	–	0.08%	129
2015 Q2	$135K	Buy	4,400 +22	+0.5%	+$719	0.08%	111
2015 Q1	$145K	Buy	+4,378	New	+$136K	0.09%	115

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Focused Wealth Management's HEDJ Position: Q2 2022 in Review

Focused Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2022, closing a stake of 60 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in HEDJ in Q1 2015 and held it in 29 quarters. The position peaked at $145K in Q1 2015. 178 funds tracked by Wall St. Rank hold HEDJ as of Q2 2022.

Focused Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 60 WisdomTree Europe Hedged Equity Fund shares in Q2 2022, an estimated $2K.
Focused Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 29 quarters.
Focused Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $145K in Q1 2015.
178 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.