Global Wealth Management Investment Advisory’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Global Wealth Management Investment 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
2024 Q1	–	Sell	-450	Closed	-$19.3K	–	270
2023 Q4	$19.3K	Hold	450	–	–	﹤0.01%	250
2023 Q3	$17.8K	Hold	450	–	–	0.01%	253
2023 Q2	$18.4K	Buy	+450	New	+$18.5K	0.01%	252
2022 Q3	–	Sell	-450	Closed	-$15K	–	279
2022 Q2	$15K	Hold	450	–	–	0.01%	256
2022 Q1	$17K	Sell	450 -50	-10%	-$1.9K	0.01%	270
2021 Q4	$20K	Hold	500	–	–	0.01%	256
2021 Q3	$19K	Hold	500	–	–	0.01%	265
2021 Q2	$19K	Hold	500	–	–	0.01%	248
2021 Q1	$18K	Hold	500	–	–	0.01%	255
2020 Q4	$17K	Hold	500	–	–	0.01%	245
2020 Q3	$15K	Sell	500 -100	-17%	-$3.12K	0.01%	245
2020 Q2	$18K	Sell	600 -334	-36%	-$9.5K	0.01%	281
2020 Q1	$24K	Hold	934	–	–	0.01%	237
2019 Q4	$33K	Sell	934 -50	-5%	-$1.72K	0.01%	214
2019 Q3	$33K	Hold	984	–	–	0.02%	203
2019 Q2	$33K	Sell	984 -1,054	-52%	-$34.6K	0.02%	212
2019 Q1	$65K	Sell	2,038 -2,018	-50%	-$61.8K	0.03%	181
2018 Q4	$114K	Buy	+4,056	New	+$120K	0.07%	163

Other funds holding HEDJ

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Global Wealth Management Investment Advisory's HEDJ Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 450 shares — an estimated $19.3K sold.

Global Wealth Management Investment Advisory first reported a position in HEDJ in Q4 2018 and held it in 18 quarters. The position peaked at $114K in Q4 2018. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 450 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $19.3K.
Global Wealth Management Investment Advisory first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's WisdomTree Europe Hedged Equity Fund position peaked at $114K in Q4 2018.
195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.