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Larson Financial Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Larson Financial Group’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
2021
Q1 		– Sell
-136
Closed -$5K – 877
2020
Q4 		$5K Sell
136
-54
-28% -$1.73K ﹤0.01% 566
2020
Q3 		$6K Buy
190
+12
+7% +$374 ﹤0.01% 502
2020
Q2 		$5K Sell
178
-42
-19% -$1.2K ﹤0.01% 480
2020
Q1 		$6K Buy
220
+44
+25% +$1.4K ﹤0.01% 350
2019
Q4 		$6K Buy
+176
New +$6.07K ﹤0.01% 348

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Larson Financial Group's HEDJ Position: Q1 2021 in Review

Larson Financial Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 136 shares — an estimated $5K sold.

Larson Financial Group first reported a position in HEDJ in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q3 2020. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

  • Larson Financial Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Larson Financial Group sold 136 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $5K.
  • Larson Financial Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 5 quarters.
  • Larson Financial Group's WisdomTree Europe Hedged Equity Fund position peaked at $6K in Q3 2020.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Larson Financial Group's 13F filing for Q1 2021, filed 8 Apr 2021.