Gofen & Glossberg’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Gofen & Glossberg’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 Q1	–	Sell	-5,334	Closed	-$214K	–	627
2021 Q4	$214K	Buy	5,334 +6	+0.1%	+$236	﹤0.01%	545
2021 Q3	$203K	Buy	5,328 +2	+0%	+$78	﹤0.01%	557
2021 Q2	$203K	Buy	+5,326	New	+$201K	﹤0.01%	531
2020 Q1	–	Sell	-5,890	Closed	-$208K	–	451
2019 Q4	$208K	Buy	+5,890	New	+$203K	0.01%	438
2017 Q4	–	Sell	-6,240	Closed	-$202K	–	487
2017 Q3	$202K	Buy	+6,240	New	+$196K	0.01%	440

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

KCM

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

Jane Street New York $1.21T AUM 78.12% 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

Gofen & Glossberg's HEDJ Position: Q1 2022 in Review

Gofen & Glossberg sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 5,334 shares — an estimated $214K sold.

Gofen & Glossberg first reported a position in HEDJ in Q3 2017 and held it in 5 quarters. The position peaked at $214K in Q4 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Gofen & Glossberg reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Gofen & Glossberg sold 5,334 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $214K.
Gofen & Glossberg first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2017 and held it in 5 quarters.
Gofen & Glossberg's WisdomTree Europe Hedged Equity Fund position peaked at $214K in Q4 2021.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Gofen & Glossberg's 13F filing for Q1 2022, filed 14 Apr 2022.