GYL Financial Synergies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

GYL Financial Synergies’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 Q3	$475K	Hold	10,570	–	–	0.04%	245
2024 Q2	$478K	Sell	10,570 -300	-3%	-$14.2K	0.04%	240
2024 Q1	$525K	Hold	10,870	–	–	0.04%	232
2023 Q4	$466K	Hold	10,870	–	–	0.04%	247
2023 Q3	$429K	Hold	10,870	–	–	0.04%	245
2023 Q2	$445K	Hold	10,870	–	–	0.04%	249
2023 Q1	$447K	Buy	10,870 +1,670	+18%	+$65.5K	0.05%	202
2022 Q4	$322K	Hold	9,200	–	–	0.07%	169
2022 Q3	$286K	Hold	9,200	–	–	0.08%	156
2022 Q2	$301K	Hold	9,200	–	–	0.08%	150
2022 Q1	$339K	Hold	9,200	–	–	0.08%	146
2021 Q4	$369K	Hold	9,200	–	–	0.1%	148
2021 Q3	$350K	Hold	9,200	–	–	0.18%	134
2021 Q2	$351K	Hold	9,200	–	–	0.18%	132
2021 Q1	$335K	Hold	9,200	–	–	0.18%	132
2020 Q4	$305K	Hold	9,200	–	–	0.18%	131
2020 Q3	$284K	Hold	9,200	–	–	0.19%	127
2020 Q2	$279K	Hold	9,200	–	–	0.2%	124
2020 Q1	$236K	Hold	9,200	–	–	0.15%	125
2019 Q4	$325K	Hold	9,200	–	–	0.14%	118
2019 Q3	$310K	Hold	9,200	–	–	0.15%	120
2019 Q2	$304K	Hold	9,200	–	–	0.16%	109
2019 Q1	$294K	Hold	9,200	–	–	0.17%	108
2018 Q4	$260K	Buy	+9,200	New	+$273K	0.19%	107

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

GYL Financial Synergies's HEDJ Position: Q3 2024 in Review

GYL Financial Synergies held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q3 2024 at 10,570 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #245.

GYL Financial Synergies first reported a position in HEDJ in Q4 2018 and has held it in 24 quarters since. The position peaked at $525K in Q1 2024. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

GYL Financial Synergies held 10,570 shares of WisdomTree Europe Hedged Equity Fund worth $475K as of Q3 2024.
GYL Financial Synergies left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q3 2024.
WisdomTree Europe Hedged Equity Fund made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #245 holding.
GYL Financial Synergies first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and has held it in 24 quarters since.
GYL Financial Synergies's WisdomTree Europe Hedged Equity Fund position peaked at $525K in Q1 2024.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.