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

Lee Financial’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
2024
Q1 		– Sell
-44
Closed -$1.89K – 445
2023
Q4 		$1.89K Hold
44
– – ﹤0.01% 755
2023
Q3 		$1.74K Buy
+44
New +$1.77K ﹤0.01% 718

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lee Financial's HEDJ Position: Q1 2024 in Review

Lee Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 44 shares — an estimated $1.89K sold.

Lee Financial first reported a position in HEDJ in Q3 2023 and held it in 2 quarters. The position peaked at $1.89K in Q4 2023. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

  • Lee Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 44 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $1.89K.
  • Lee Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2023 and held it in 2 quarters.
  • Lee Financial's WisdomTree Europe Hedged Equity Fund position peaked at $1.89K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.