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Laird Norton Wetherby Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Laird Norton Wetherby 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
2018
Q4 		– Sell
-6,568
Closed -$208K – 659
2018
Q3 		$208K Buy
+6,568
New +$211K 0.03% 617

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HEDJ Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 6,568 shares — an estimated $208K sold.

Laird Norton Wetherby Wealth Management first reported a position in HEDJ in Q3 2018 and held it in 1 quarter. The position peaked at $208K in Q3 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 6,568 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $208K.
  • Laird Norton Wetherby Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2018 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $208K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.