Founders Financial Securities’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Founders Financial Securities’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
2021 Q3	–	Sell	-8,000	Closed	-$305K	–	277
2021 Q2	$305K	Buy	+8,000	New	+$302K	0.06%	227
2018 Q4	–	Sell	-9,638	Closed	-$305K	–	105
2018 Q3	$305K	Sell	9,638 -3,046	-24%	-$97.7K	0.08%	91
2018 Q2	$400K	Sell	12,684 -30	-0.2%	-$978	0.12%	83
2018 Q1	$399K	Hold	12,714	–	–	0.13%	86
2017 Q4	$405K	Buy	12,714 +1,220	+11%	+$39.6K	0.13%	78
2017 Q3	$372K	Buy	11,494 +3,356	+41%	+$105K	0.13%	77
2017 Q2	$254K	Buy	+8,138	New	+$264K	0.1%	87
2015 Q2	–	Sell	-181,130	Closed	-$5.99M	–	73
2015 Q1	$5.99M	Sell	181,130 -250	-0.1%	-$7.75K	3.09%	7
2014 Q4	$5.04M	Buy	+181,380	New	+$5.13M	3.02%	7

Other funds holding HEDJ

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

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

Founders Financial Securities's HEDJ Position: Q3 2021 in Review

Founders Financial Securities sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2021, closing a stake of 8,000 shares — an estimated $305K sold.

Founders Financial Securities first reported a position in HEDJ in Q4 2014 and held it in 9 quarters. The position peaked at $5.99M in Q1 2015. 191 funds tracked by Wall St. Rank hold HEDJ as of Q3 2021.

Founders Financial Securities reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2021 after selling out during the quarter.
Founders Financial Securities sold 8,000 WisdomTree Europe Hedged Equity Fund shares in Q3 2021, an estimated $305K.
Founders Financial Securities first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 9 quarters.
Founders Financial Securities's WisdomTree Europe Hedged Equity Fund position peaked at $5.99M in Q1 2015.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2021.

Based on Founders Financial Securities's 13F filing for Q3 2021, filed 15 Nov 2021.