IFWM
HEDJ icon

Institute for Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-3,300
Closed -$116K – 498
2019
Q4 		$116K Buy
+3,300
New +$114K 0.03% 462
2015
Q4 		$2.44M Sell
90,836
-12,388
-12% -$366K 3.65% 7
2015
Q3 		$2.82M Sell
103,224
-7,852
-7% -$236K 5.36% 7
2015
Q2 		$3.42M Buy
111,076
+5,768
+5% +$188K 4.42% 6
2015
Q1 		$3.48M Sell
105,308
-11,884
-10% -$368K 3.83% 5
2014
Q4 		$3.26M Buy
+117,192
New +$3.32M 3.43% 8

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return