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Israel Englander’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Israel Englander’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
2024
Q1 		– Sell
-5,532
Closed -$237K – 6371
2023
Q4 		$237K Sell
5,532
-8,415
-60% -$340K ﹤0.01% 5088
2023
Q3 		$551K Buy
13,947
+6,643
+91% +$268K ﹤0.01% 4596
2023
Q2 		$299K Buy
+7,304
New +$300K ﹤0.01% 4889
2019
Q4 		– Sell
-103,008
Closed -$3.46M – 4379
2019
Q3 		$3.46M Buy
+103,008
New +$3.39M 0.01% 2073
2019
Q2 		– Sell
-18,002
Closed -$575K – 4203
2019
Q1 		$575K Buy
+18,002
New +$551K ﹤0.01% 3184
2018
Q4 		– Sell
-16,032
Closed -$507K – 3916
2018
Q3 		$507K Buy
+16,032
New +$514K ﹤0.01% 3253
2018
Q1 		– Sell
-51,564
Closed -$1.64M – 3812
2017
Q4 		$1.64M Buy
51,564
+21,300
+70% +$692K ﹤0.01% 2400
2017
Q3 		$979K Sell
30,264
-51,688
-63% -$1.62M ﹤0.01% 2523
2017
Q2 		$2.55M Buy
+81,952
New +$2.65M ﹤0.01% 1933
2017
Q1 		– Sell
-99,332
Closed -$2.85M – 3631
2016
Q4 		$2.85M Buy
99,332
+84,364
+564% +$2.31M 0.01% 1670
2016
Q3 		$402K Buy
+14,968
New +$396K ﹤0.01% 2698
2015
Q3 		– Sell
-650,000
Closed -$20M – 3564
2015
Q2 		$20M Buy
650,000
+150,000
+30% +$4.9M 0.04% 620
2015
Q1 		$16.5M Buy
500,000
+487,164
+3,795% +$15.1M 0.03% 761
2014
Q4 		$357K Sell
12,836
-54,852
-81% -$1.55M ﹤0.01% 3237
2014
Q3 		$1.96M Buy
+67,688
New +$1.95M ﹤0.01% 1880

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Israel Englander's HEDJ Position: Q1 2024 in Review

Israel Englander sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 5,532 shares — an estimated $237K sold.

Israel Englander first reported a position in HEDJ in Q3 2014 and held it in 15 quarters. The position peaked at $20M in Q2 2015. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

  • Israel Englander reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Israel Englander sold 5,532 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $237K.
  • Israel Englander first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 15 quarters.
  • Israel Englander's WisdomTree Europe Hedged Equity Fund position peaked at $20M in Q2 2015.
  • 195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.