Herold Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Herold Advisors’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 Q2	–	Sell	-3,600	Closed	-$132K	–	383
2022 Q1	$132K	Buy	+3,600	New	+$136K	0.05%	240
2021 Q4	–	Sell	-3,600	Closed	-$136K	–	371
2021 Q3	$136K	Buy	+3,600	New	+$141K	0.05%	240

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

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

KCM

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

Herold Advisors's HEDJ Position: Q2 2022 in Review

Herold Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2022, closing a stake of 3,600 shares — an estimated $132K sold.

Herold Advisors first reported a position in HEDJ in Q3 2021 and held it in 2 quarters. The position peaked at $136K in Q3 2021. 178 funds tracked by Wall St. Rank hold HEDJ as of Q2 2022.

Herold Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 3,600 WisdomTree Europe Hedged Equity Fund shares in Q2 2022, an estimated $132K.
Herold Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $136K in Q3 2021.
178 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.