Kathryn A. Hall’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Kathryn A. Hall’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 Q4	–	Sell	-163,870	Closed	-$7.36M	–	26
2024 Q3	$7.36M	Hold	163,870	–	–	1.54%	11
2024 Q2	$7.41M	Hold	163,870	–	–	1.71%	12
2024 Q1	$7.91M	Sell	163,870 -10,450	-6%	-$470K	1.83%	11
2023 Q4	$7.47M	Sell	174,320 -27,500	-14%	-$1.11M	2.11%	10
2023 Q3	$7.97M	Hold	201,820	–	–	2.71%	11
2023 Q2	$8.26M	Sell	201,820 -8,160	-4%	-$335K	2.69%	12
2023 Q1	$8.63M	Buy	+209,980	New	+$8.24M	2.53%	10

Other funds holding HEDJ

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Kathryn A. Hall's HEDJ Position: Q4 2024 in Review

Kathryn A. Hall sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2024, closing a stake of 163,870 shares — an estimated $7.36M sold.

Kathryn A. Hall first reported a position in HEDJ in Q1 2023 and held it in 7 quarters. The position peaked at $8.63M in Q1 2023. 200 funds tracked by Wall St. Rank hold HEDJ as of Q4 2024.

Kathryn A. Hall reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 163,870 WisdomTree Europe Hedged Equity Fund shares in Q4 2024, an estimated $7.36M.
Kathryn A. Hall first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and held it in 7 quarters.
Kathryn A. Hall's WisdomTree Europe Hedged Equity Fund position peaked at $8.63M in Q1 2023.
200 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.