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

Lake Street 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
2023 Q3	–	Sell	-10,650	Closed	-$436K	–	292
2023 Q2	$436K	Buy	10,650 +800	+8%	+$32.8K	0.08%	196
2023 Q1	$405K	Buy	9,850 +892	+10%	+$35K	0.08%	199
2022 Q4	$314K	Sell	8,958 -1,184	-12%	-$41.1K	0.06%	219
2022 Q3	$315K	Sell	10,142 -157,678	-94%	-$5.32M	0.07%	218
2022 Q2	$5.5M	Buy	167,820 +25,980	+18%	+$932K	1.16%	16
2022 Q1	$5.22M	Buy	141,840 +80,134	+130%	+$3.04M	0.94%	22
2021 Q4	$2.47M	Buy	61,706 +238	+0.4%	+$9.38K	0.43%	62
2021 Q3	$2.34M	Buy	61,468 +1,186	+2%	+$46.5K	0.57%	53
2021 Q2	$2.31M	Sell	60,282 -2,936	-5%	-$111K	0.59%	50
2021 Q1	$2.3M	Buy	63,218 +5,642	+10%	+$194K	0.64%	47
2020 Q4	$1.91M	Buy	57,576 +4,204	+8%	+$135K	0.55%	53
2020 Q3	$1.65M	Buy	53,372 +1,194	+2%	+$37.2K	0.55%	55
2020 Q2	$1.58M	Sell	52,178 -11,590	-18%	-$330K	0.59%	54
2020 Q1	$1.63M	Buy	63,768 +22,660	+55%	+$723K	0.74%	47
2019 Q4	$1.45M	Buy	41,108 +1,022	+3%	+$35.2K	0.56%	68
2019 Q3	$1.35M	Buy	40,086 +930	+2%	+$30.6K	0.61%	61
2019 Q2	$1.29M	Sell	39,156 -814	-2%	-$26.7K	0.76%	51
2019 Q1	$1.28M	Buy	+39,970	New	+$1.22M	0.88%	46

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Street Private Wealth's HEDJ Position: Q3 2023 in Review

Lake Street Private Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2023, closing a stake of 10,650 shares — an estimated $436K sold.

Lake Street Private Wealth first reported a position in HEDJ in Q1 2019 and held it in 18 quarters. The position peaked at $5.5M in Q2 2022. 184 funds tracked by Wall St. Rank hold HEDJ as of Q3 2023.

Lake Street Private Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
Lake Street Private Wealth sold 10,650 WisdomTree Europe Hedged Equity Fund shares in Q3 2023, an estimated $436K.
Lake Street Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and held it in 18 quarters.
Lake Street Private Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $5.5M in Q2 2022.
184 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2023.

Based on Lake Street Private Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.