IWS
HEDJ icon

Insight Wealth Strategies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-5,512
Closed -$210K – 171
2021
Q3 		$210K Buy
5,512
+2
+0% +$78 0.03% 183
2021
Q2 		$210K Buy
+5,510
New +$208K 0.03% 178
2021
Q1 		– Sell
-6,432
Closed -$213K – 226
2020
Q4 		$213K Buy
+6,432
New +$207K 0.04% 210
2020
Q1 		– Sell
-6,252
Closed -$221K – 172
2019
Q4 		$221K Buy
6,252
+4
+0.1% +$138 0.05% 189
2019
Q3 		$210K Buy
6,248
+2
+0% +$66 0.05% 181
2019
Q2 		$207K Buy
+6,246
New +$205K 0.05% 153

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B 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 $564B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return