HGA
HEDJ icon

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

Hobbs Group 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
2024
Q3 		– Sell
-76
Closed -$3.44K – 663
2024
Q2 		$3.44K Buy
+76
New +$3.59K ﹤0.01% 494
2023
Q4 		$3.06K Buy
+71
New +$2.87K ﹤0.01% 439

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Hobbs Group Advisors's HEDJ Position: Q3 2024 in Review

Hobbs Group Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 76 shares — an estimated $3.44K sold.

Hobbs Group Advisors first reported a position in HEDJ in Q4 2023 and held it in 2 quarters. The position peaked at $3.44K in Q2 2024. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

  • Hobbs Group Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 76 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $3.44K.
  • Hobbs Group Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2023 and held it in 2 quarters.
  • Hobbs Group Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $3.44K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Hobbs Group Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.