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Horizon Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Horizon Financial Services’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
Q2 		– Sell
-1,050
Closed -$38K – 143
2021
Q1 		$38K Hold
1,050
– – 0.03% 47
2020
Q4 		$35K Hold
1,050
– – 0.03% 44
2020
Q3 		$32K Buy
+1,050
New +$32.7K 0.03% 42

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Horizon Financial Services's HEDJ Position: Q2 2021 in Review

Horizon Financial Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 1,050 shares — an estimated $38K sold.

Horizon Financial Services first reported a position in HEDJ in Q3 2020 and held it in 3 quarters. The position peaked at $38K in Q1 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

  • Horizon Financial Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
  • Horizon Financial Services sold 1,050 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $38K.
  • Horizon Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and held it in 3 quarters.
  • Horizon Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $38K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Horizon Financial Services's 13F filing for Q2 2021, filed 22 Jul 2021.