Lenox Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Lenox Wealth Advisors’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
2020 Q4	–	Sell	-68	Closed	-$2K	–	640
2020 Q3	$2K	Buy	+68	New	+$2.12K	﹤0.01%	515
2017 Q3	–	Sell	-3,010	Closed	-$94K	–	259
2017 Q2	$94K	Hold	3,010	–	–	0.03%	38
2017 Q1	$95K	Hold	3,010	–	–	0.03%	36
2016 Q4	$86K	Hold	3,010	–	–	0.03%	42
2016 Q3	$81K	Hold	3,010	–	–	0.02%	58
2016 Q2	$76K	Hold	3,010	–	–	0.02%	64
2016 Q1	$78K	Hold	3,010	–	–	0.02%	64
2015 Q4	$81K	Buy	+3,010	New	+$88.8K	0.03%	61

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Advisors's HEDJ Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2020, closing a stake of 68 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in HEDJ in Q4 2015 and held it in 8 quarters. The position peaked at $95K in Q1 2017. 187 funds tracked by Wall St. Rank hold HEDJ as of Q4 2020.

Lenox Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 68 WisdomTree Europe Hedged Equity Fund shares in Q4 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 8 quarters.
Lenox Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $95K in Q1 2017.
187 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.