Jacobi Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-240	Closed	-$9K	–	782
2021 Q3	$9K	Hold	240	–	–	﹤0.01%	1077
2021 Q2	$9K	Hold	240	–	–	﹤0.01%	1051
2021 Q1	$9K	Hold	240	–	–	﹤0.01%	1000
2020 Q4	$8K	Hold	240	–	–	﹤0.01%	917
2020 Q3	$7K	Hold	240	–	–	﹤0.01%	874
2020 Q2	$7K	Hold	240	–	–	﹤0.01%	840
2020 Q1	$6K	Hold	240	–	–	﹤0.01%	789
2019 Q4	$8K	Hold	240	–	–	﹤0.01%	778
2019 Q3	$8K	Hold	240	–	–	﹤0.01%	759
2019 Q2	$8K	Hold	240	–	–	﹤0.01%	763
2019 Q1	$8K	Hold	240	–	–	﹤0.01%	723
2018 Q4	$7K	Hold	240	–	–	﹤0.01%	708
2018 Q3	$8K	Hold	240	–	–	﹤0.01%	730
2018 Q2	$8K	Hold	240	–	–	﹤0.01%	739
2018 Q1	$7K	Hold	240	–	–	﹤0.01%	745
2017 Q4	$8K	Sell	240 -244	-50%	-$7.93K	﹤0.01%	699
2017 Q3	$16K	Hold	484	–	–	0.01%	550
2017 Q2	$15K	Buy	484 +8	+2%	+$259	0.01%	510
2017 Q1	$15K	Hold	476	–	–	0.01%	409
2016 Q4	$14K	Buy	476 +2	+0.4%	+$55	0.01%	382
2016 Q3	$13K	Buy	474 +2	+0.4%	+$53	0.01%	434
2016 Q2	$12K	Buy	+472	New	+$12.3K	0.01%	426

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

Jacobi Capital Management's HEDJ Position: Q4 2021 in Review

Jacobi Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2021, closing a stake of 240 shares — an estimated $9K sold.

Jacobi Capital Management first reported a position in HEDJ in Q2 2016 and held it in 22 quarters. The position peaked at $16K in Q3 2017. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

Jacobi Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 240 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $9K.
Jacobi Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $16K in Q3 2017.
203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.