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 New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insight Wealth Strategies's HEDJ Position: Q4 2021 in Review

Insight Wealth Strategies sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2021, closing a stake of 5,512 shares — an estimated $210K sold.

Insight Wealth Strategies first reported a position in HEDJ in Q2 2019 and held it in 6 quarters. The position peaked at $221K in Q4 2019. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

Insight Wealth Strategies reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 5,512 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $210K.
Insight Wealth Strategies first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2019 and held it in 6 quarters.
Insight Wealth Strategies's WisdomTree Europe Hedged Equity Fund position peaked at $221K in Q4 2019.
203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.