Frisch Financial Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Frisch Financial Group’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 Q3	–	Sell	-8,796	Closed	-$288K	–	124
2022 Q2	$288K	Buy	8,796 +16	+0.2%	+$574	0.11%	94
2022 Q1	$323K	Sell	8,780 -1,530	-15%	-$58K	0.1%	106
2021 Q4	$393K	Buy	10,310 +4	+0%	+$158	0.12%	97
2021 Q3	$392K	Hold	10,306	–	–	0.13%	90
2021 Q2	$392K	Buy	10,306 +10	+0.1%	+$377	0.12%	90
2021 Q1	$375K	Hold	10,296	–	–	0.13%	92
2020 Q4	$341K	Buy	10,296 +4	+0%	+$128	0.12%	84
2020 Q3	$318K	Buy	10,292 +6	+0.1%	+$187	0.14%	74
2020 Q2	$313K	Sell	10,286 -122	-1%	-$3.47K	0.15%	65
2020 Q1	$267K	Hold	10,408	–	–	0.16%	77
2019 Q4	$367K	Sell	10,408 -334	-3%	-$11.5K	0.17%	68
2019 Q3	$361K	Sell	10,742 -4,780	-31%	-$157K	0.22%	62
2019 Q2	$514K	Sell	15,522 -31,166	-67%	-$1.02M	0.34%	47
2019 Q1	$1.49M	Sell	46,688 -20,732	-31%	-$635K	0.91%	23
2018 Q4	$1.9M	Buy	+67,420	New	+$2M	1.33%	18

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 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

Frisch Financial Group's HEDJ Position: Q3 2022 in Review

Frisch Financial Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2022, closing a stake of 8,796 shares — an estimated $288K sold.

Frisch Financial Group first reported a position in HEDJ in Q4 2018 and held it in 15 quarters. The position peaked at $1.9M in Q4 2018. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

Frisch Financial Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
Frisch Financial Group sold 8,796 WisdomTree Europe Hedged Equity Fund shares in Q3 2022, an estimated $288K.
Frisch Financial Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 15 quarters.
Frisch Financial Group's WisdomTree Europe Hedged Equity Fund position peaked at $1.9M in Q4 2018.
169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on Frisch Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.