HB
HEDJ icon

Homrich & Berg’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Homrich & Berg’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
2021
Q3 		$224K Buy
5,896
+6
+0.1% +$235 0.01% 420
2021
Q2 		$225K Sell
5,890
-306
-5% -$11.5K 0.01% 430
2021
Q1 		$225K Buy
+6,196
New +$213K 0.01% 384
2020
Q4 		– Sell
-8,398
Closed -$259K – 400
2020
Q3 		$259K Sell
8,398
-6,710
-44% -$209K 0.01% 285
2020
Q2 		$459K Sell
15,108
-1,702
-10% -$48.4K 0.02% 211
2020
Q1 		$431K Sell
16,810
-7,604
-31% -$243K 0.02% 207
2019
Q4 		$862K Sell
24,414
-2,404
-9% -$82.9K 0.04% 171
2019
Q3 		$902K Buy
26,818
+306
+1% +$10.1K 0.05% 161
2019
Q2 		$877K Buy
26,512
+20
+0.1% +$657 0.05% 160
2019
Q1 		$847K Sell
26,492
-10,494
-28% -$321K 0.04% 156
2018
Q4 		$1.04M Buy
36,986
+12,812
+53% +$380K 0.06% 116
2018
Q3 		$764K Buy
24,174
+2,022
+9% +$64.8K 0.05% 151
2018
Q2 		$699K Sell
22,152
-138,882
-86% -$4.53M 0.05% 162
2018
Q1 		$5.05M Sell
161,034
-1,650
-1% -$52.7K 0.35% 27
2017
Q4 		$5.18M Buy
162,684
+31,018
+24% +$1.01M 0.36% 26
2017
Q3 		$4.26M Buy
131,666
+103,972
+375% +$3.26M 0.34% 28
2017
Q2 		$863K Sell
27,694
-88,852
-76% -$2.88M 0.08% 108
2017
Q1 		$3.66M Buy
116,546
+474
+0.4% +$14.1K 0.32% 28
2016
Q4 		$3.33M Sell
116,072
-2,382
-2% -$65.2K 0.3% 29
2016
Q3 		$3.18M Sell
118,454
-9,300
-7% -$246K 0.29% 29
2016
Q2 		$3.23M Buy
127,754
+2,846
+2% +$73.9K 0.31% 29
2016
Q1 		$3.24M Sell
124,908
-2,868
-2% -$72.6K 0.32% 28
2015
Q4 		$3.44M Sell
127,776
-36,044
-22% -$1.06M 0.31% 29
2015
Q3 		$4.48M Sell
163,820
-2,484
-1% -$74.7K 0.47% 23
2015
Q2 		$5.12M Buy
166,304
+12,648
+8% +$413K 0.5% 20
2015
Q1 		$5.08M Sell
153,656
-5,812
-4% -$180K 0.5% 20
2014
Q4 		$4.43M Buy
+159,468
New +$4.51M 0.45% 24
2014
Q3 		– Sell
-7,548
Closed -$221K – 233
2014
Q2 		$221K Buy
+7,548
New +$220K 0.03% 192

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Homrich & Berg's HEDJ Position: Q3 2021 in Review

Homrich & Berg increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.1% in Q3 2021, buying an estimated $235 and bringing the position to 5,896 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #420.

Homrich & Berg first reported a position in HEDJ in Q2 2014 and has held it in 28 quarters since. The position peaked at $5.18M in Q4 2017. 191 funds tracked by Wall St. Rank hold HEDJ as of Q3 2021.

  • Homrich & Berg held 5,896 shares of WisdomTree Europe Hedged Equity Fund worth $224K as of Q3 2021.
  • Homrich & Berg bought 6 WisdomTree Europe Hedged Equity Fund shares in Q3 2021, an estimated $235.
  • WisdomTree Europe Hedged Equity Fund made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #420 holding.
  • Homrich & Berg first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and has held it in 28 quarters since.
  • Homrich & Berg's WisdomTree Europe Hedged Equity Fund position peaked at $5.18M in Q4 2017.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.