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Fortis Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Fortis Capital 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
2023
Q1 		– Sell
-2,400
Closed -$84K – 708
2022
Q4 		$84K Buy
+2,400
New +$83.3K 0.05% 241

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Fortis Capital Advisors's HEDJ Position: Q1 2023 in Review

Fortis Capital Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2023, closing a stake of 2,400 shares — an estimated $84K sold.

Fortis Capital Advisors first reported a position in HEDJ in Q4 2022 and held it in 1 quarter. The position peaked at $84K in Q4 2022. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2023.

  • Fortis Capital Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,400 WisdomTree Europe Hedged Equity Fund shares in Q1 2023, an estimated $84K.
  • Fortis Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $84K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.