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

Lake Point 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
2019
Q2 		$9K Hold
270
– – ﹤0.01% 345
2019
Q1 		$9K Sell
270
-23,206
-99% -$711K ﹤0.01% 345
2018
Q4 		$662K Buy
+23,476
New +$696K 0.25% 75

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Lake Point Wealth Management's HEDJ Position: Q2 2019 in Review

Lake Point Wealth Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2019 at 270 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Lake Point Wealth Management first reported a position in HEDJ in Q4 2018 and has held it in 3 quarters since. The position peaked at $662K in Q4 2018. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

  • Lake Point Wealth Management held 270 shares of WisdomTree Europe Hedged Equity Fund worth $9K as of Q2 2019.
  • Lake Point Wealth Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2019.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #345 holding.
  • Lake Point Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $662K in Q4 2018.
  • 254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.