L.M. Kohn & Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-17,300	Closed	-$782K	–	298
2024 Q2	$782K	Buy	+17,300	New	+$817K	0.21%	103

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

L.M. Kohn & Company's HEDJ Position: Q3 2024 in Review

L.M. Kohn & Company sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 17,300 shares — an estimated $782K sold.

L.M. Kohn & Company first reported a position in HEDJ in Q2 2024 and held it in 1 quarter. The position peaked at $782K in Q2 2024. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

L.M. Kohn & Company reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
L.M. Kohn & Company sold 17,300 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $782K.
L.M. Kohn & Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2024 and held it in 1 quarter.
L.M. Kohn & Company's WisdomTree Europe Hedged Equity Fund position peaked at $782K in Q2 2024.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.