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Keebeck Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Keebeck Wealth 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
2020
Q3 		– Sell
-766
Closed -$23K – 260
2020
Q2 		$23K Buy
+766
New +$21.8K 0.01% 268
2020
Q1 		– Sell
-766
Closed -$27K – 229
2019
Q4 		$27K Buy
+766
New +$26.4K 0.01% 252

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Keebeck Wealth Management's HEDJ Position: Q3 2020 in Review

Keebeck Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 766 shares — an estimated $23K sold.

Keebeck Wealth Management first reported a position in HEDJ in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

  • Keebeck Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 766 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $23K.
  • Keebeck Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $27K in Q4 2019.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.