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LWAC
Laurel Wealth Advisors (California)’s
WisdomTree Europe Hedged Equity Fund
HEDJ
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
HEDJ Stock Details
HEDJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-14,524
Closed
-$513K
–
396
2019
Q4
$513K
Sell
14,524
-490
-3%
-$16.9K
0.09%
243
2019
Q3
$505K
Sell
15,014
-3,236
-18%
-$106K
0.09%
248
2019
Q2
$604K
Buy
18,250
+1,958
+12%
+$64.3K
0.13%
172
2019
Q1
$521K
Sell
16,292
-1,398
-8%
-$42.8K
0.13%
186
2018
Q4
$499K
Sell
17,690
-4,978
-22%
-$148K
0.15%
161
2018
Q3
$716K
Sell
22,668
-1,000
-4%
-$32.1K
0.18%
132
2018
Q2
$747K
Sell
23,668
-4,444
-16%
-$145K
0.2%
120
2018
Q1
$881K
Sell
28,112
-108,022
-79%
-$3.45M
0.27%
96
2017
Q4
$4.29M
Buy
136,134
+68,522
+101%
+$2.23M
1.24%
15
2017
Q3
$2.19M
Sell
67,612
-1,110
-2%
-$34.8K
0.74%
28
2017
Q2
$2.14M
Buy
68,722
+20,134
+41%
+$652K
0.77%
26
2017
Q1
$1.52M
Buy
48,588
+4,044
+9%
+$120K
0.6%
44
2016
Q4
$1.28M
Buy
44,544
+16,960
+61%
+$464K
0.58%
51
2016
Q3
$741K
Buy
27,584
+1,300
+5%
+$34.4K
0.36%
80
2016
Q2
$664K
Buy
26,284
+50
+0.2%
+$1.3K
0.32%
86
2016
Q1
$681K
Buy
26,234
+5,118
+24%
+$130K
0.35%
81
2015
Q4
$568K
Buy
+21,116
New
+$623K
0.3%
94
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$761B AUM
31.28%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
P3I
Progeny 3 Inc
Kirkland, Washington
$1.87B AUM
30.4%
1-Year Est. Return
PVH
Psagot Value Holdings
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$11M AUM
32.09%
1-Year Est. Return
G
GenTrust
Miami, Florida
$2.34B AUM
18.43%
1-Year Est. Return
PC
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New York
$776M AUM
30.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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