Gradient Investments’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Gradient Investments’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 Q2	–	Sell	-60	Closed	-$2.47K	–	1823
2023 Q1	$2.47K	Buy	+60	New	+$2.35K	﹤0.01%	1080
2022 Q2	–	Sell	-160	Closed	-$6K	–	1284
2022 Q1	$6K	Buy	+160	New	+$6.06K	﹤0.01%	862
2017 Q2	–	Sell	-1,008	Closed	-$32K	–	843
2017 Q1	$32K	Buy	1,008 +808	+404%	+$24K	﹤0.01%	354
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	520
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	531
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	507
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	526
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	482
2015 Q3	$5K	Buy	200 +150	+300%	+$4.51K	﹤0.01%	447
2015 Q2	$2K	Buy	+50	New	+$1.63K	﹤0.01%	524

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments's HEDJ Position: Q2 2023 in Review

Gradient Investments sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 60 shares — an estimated $2.47K sold.

Gradient Investments first reported a position in HEDJ in Q2 2015 and held it in 10 quarters. The position peaked at $32K in Q1 2017. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Gradient Investments reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 60 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $2.47K.
Gradient Investments first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 10 quarters.
Gradient Investments's WisdomTree Europe Hedged Equity Fund position peaked at $32K in Q1 2017.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.