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

Karp 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
2022 Q4	–	Sell	-191,642	Closed	-$5.96M	–	39
2022 Q3	$5.96M	Sell	191,642 -9,804	-5%	-$331K	1.22%	30
2022 Q2	$6.6M	Sell	201,446 -234,106	-54%	-$8.4M	1.17%	29
2022 Q1	$16M	Buy	+435,552	New	+$16.5M	2.33%	7

Other funds holding HEDJ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Karp Capital Management's HEDJ Position: Q4 2022 in Review

Karp Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2022, closing a stake of 191,642 shares — an estimated $5.96M sold.

Karp Capital Management first reported a position in HEDJ in Q1 2022 and held it in 3 quarters. The position peaked at $16M in Q1 2022. 172 funds tracked by Wall St. Rank hold HEDJ as of Q4 2022.

Karp Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 191,642 WisdomTree Europe Hedged Equity Fund shares in Q4 2022, an estimated $5.96M.
Karp Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2022 and held it in 3 quarters.
Karp Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $16M in Q1 2022.
172 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.