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Liberty Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Liberty Wealth Management’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
2019
Q2 		– Sell
-212
Closed -$6K – 915
2019
Q1 		$6K Hold
212
– – ﹤0.01% 510
2018
Q4 		$5K Buy
+212
New +$6.28K ﹤0.01% 548

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Liberty Wealth Management's HEDJ Position: Q2 2019 in Review

Liberty Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2019, closing a stake of 212 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in HEDJ in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

  • Liberty Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 212 WisdomTree Europe Hedged Equity Fund shares in Q2 2019, an estimated $6K.
  • Liberty Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $6K in Q1 2019.
  • 254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on Liberty Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.