Kore Private Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Kore Private Wealth’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 Q3	$370K	Hold	11,884	–	–	0.07%	159
2022 Q2	$389K	Hold	11,884	–	–	0.06%	182
2022 Q1	$437K	Sell	11,884 -774	-6%	-$29.3K	0.05%	185
2021 Q4	$507K	Sell	12,658 -758	-6%	-$29.9K	0.06%	171
2021 Q3	$510K	Hold	13,416	–	–	0.05%	237
2021 Q2	$511K	Hold	13,416	–	–	0.06%	217
2021 Q1	$488K	Buy	13,416 +2,052	+18%	+$70.7K	0.07%	195
2020 Q4	$377K	Hold	11,364	–	–	0.06%	200
2020 Q3	$351K	Hold	11,364	–	–	0.07%	173
2020 Q2	$344K	Sell	11,364 -3,762	-25%	-$107K	0.07%	165
2020 Q1	$388K	Sell	15,126 -6,076	-29%	-$194K	0.09%	137
2019 Q4	$748K	Hold	21,202	–	–	0.14%	110
2019 Q3	$701K	Hold	21,202	–	–	0.16%	108
2019 Q2	$701K	Sell	21,202 -14,636	-41%	-$481K	0.16%	108
2019 Q1	$1.15M	Buy	35,838 +10,730	+43%	+$329K	0.26%	79
2018 Q4	$709K	Buy	+25,108	New	+$744K	0.19%	101

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

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

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Kore Private Wealth's HEDJ Position: Q3 2022 in Review

Kore Private Wealth held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q3 2022 at 11,884 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #159.

Kore Private Wealth first reported a position in HEDJ in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2019. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

Kore Private Wealth held 11,884 shares of WisdomTree Europe Hedged Equity Fund worth $370K as of Q3 2022.
Kore Private Wealth left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q3 2022.
WisdomTree Europe Hedged Equity Fund made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #159 holding.
Kore Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $1.15M in Q1 2019.
169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.