Intercontinental Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$513K	Sell	12,538 -80	-0.6%	-$3.28K	0.12%	182
2023 Q1	$519K	Sell	12,618 -384	-3%	-$15.1K	0.13%	184
2022 Q4	$455K	Sell	13,002 -346	-3%	-$12K	0.14%	181
2022 Q3	$415K	Sell	13,348 -140	-1%	-$4.72K	0.13%	182
2022 Q2	$442K	Sell	13,488 -120	-0.9%	-$4.3K	0.12%	183
2022 Q1	$501K	Hold	13,608	–	–	0.11%	179
2021 Q4	$545K	Sell	13,608 -522	-4%	-$20.6K	0.11%	172
2021 Q3	$537K	Buy	14,130 +100	+0.7%	+$3.92K	0.13%	157
2021 Q2	$535K	Sell	14,030 -900	-6%	-$33.9K	0.11%	169
2021 Q1	$543K	Sell	14,930 -26,208	-64%	-$903K	0.12%	152
2020 Q4	$1.36M	Sell	41,138 -2,568	-6%	-$82.5K	0.33%	59
2020 Q3	$1.35M	Sell	43,706 -2,814	-6%	-$87.7K	0.39%	42
2020 Q2	$1.41M	Buy	46,520 +1,966	+4%	+$55.9K	0.46%	34
2020 Q1	$1.14M	Sell	44,554 -12,132	-21%	-$387K	0.6%	38
2019 Q4	$2.01M	Sell	56,686 -31,184	-35%	-$1.07M	1.67%	10
2019 Q3	$2.96M	Sell	87,870 -78,314	-47%	-$2.58M	1.82%	8
2019 Q2	$5.5M	Sell	166,184 -58,564	-26%	-$1.92M	2.84%	5
2019 Q1	$7.18M	Sell	224,748 -34,742	-13%	-$1.06M	3.56%	5
2018 Q4	$7.32M	Buy	259,490 +7,474	+3%	+$222K	4.09%	5
2018 Q3	$7.97M	Sell	252,016 -6,622	-3%	-$212K	3.99%	4
2018 Q2	$8.16M	Buy	258,638 +30,678	+13%	+$1M	4.54%	4
2018 Q1	$7.15M	Buy	227,960 +13,662	+6%	+$436K	4.14%	4
2017 Q4	$6.83M	Buy	214,298 +17,212	+9%	+$559K	3.83%	5
2017 Q3	$6.38M	Buy	197,086 +21,836	+12%	+$684K	3.89%	4
2017 Q2	$5.46M	Buy	175,250 +24,608	+16%	+$797K	3.51%	5
2017 Q1	$4.73M	Buy	150,642 +1,460	+1%	+$43.5K	2.84%	5
2016 Q4	$4.28M	Buy	149,182 +19,096	+15%	+$522K	2.76%	6
2016 Q3	$3.5M	Buy	130,086 +4,264	+3%	+$113K	2.49%	12
2016 Q2	$3.18M	Buy	125,822 +17,556	+16%	+$456K	2.34%	13
2016 Q1	$2.81M	Sell	108,266 -122,250	-53%	-$3.09M	2.12%	17
2015 Q4	$6.2M	Buy	+230,516	New	+$6.8M	4.26%	3

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Intercontinental Wealth Advisors's HEDJ Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.63% in Q2 2023, selling an estimated $3.28K and leaving 12,538 shares worth $513K. The position accounts for 0.12% of the portfolio, ranked #182.

Intercontinental Wealth Advisors first reported a position in HEDJ in Q4 2015 and has held it in 31 quarters since. The position peaked at $8.16M in Q2 2018. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Intercontinental Wealth Advisors held 12,538 shares of WisdomTree Europe Hedged Equity Fund worth $513K as of Q2 2023.
Intercontinental Wealth Advisors sold 80 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $3.28K.
WisdomTree Europe Hedged Equity Fund made up 0.12% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #182 holding.
Intercontinental Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $8.16M in Q2 2018.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.