M&R Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

M&R Capital 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
2024 Q3	$37K	Hold	825	–	–	0.01%	262
2024 Q2	$37.3K	Hold	825	–	–	0.01%	245
2024 Q1	$39.8K	Hold	825	–	–	0.01%	241
2023 Q4	$35.3K	Hold	825	–	–	0.01%	274
2023 Q3	$32.6K	Buy	825 +1	+0.1%	+$40	0.01%	268
2023 Q2	$33.8K	Hold	824	–	–	0.01%	272
2023 Q1	$33.9K	Hold	824	–	–	0.01%	259
2022 Q4	$28.9K	Hold	824	–	–	0.01%	270
2022 Q3	$25K	Hold	824	–	–	0.01%	263
2022 Q2	$27K	Hold	824	–	–	0.01%	265
2022 Q1	$30K	Hold	824	–	–	0.01%	267
2021 Q4	$33K	Hold	824	–	–	0.01%	259
2021 Q3	$31K	Hold	824	–	–	0.01%	260
2021 Q2	$31K	Hold	824	–	–	0.01%	272
2021 Q1	$30K	Hold	824	–	–	0.01%	257
2020 Q4	$27K	Hold	824	–	–	0.01%	276
2020 Q3	$25K	Hold	824	–	–	0.01%	296
2020 Q2	$25K	Sell	824 -3,392	-80%	-$96.5K	0.01%	292
2020 Q1	$108K	Buy	4,216 +2	+0%	+$64	0.03%	189
2019 Q4	$148K	Hold	4,214	–	–	0.03%	190
2019 Q3	$141K	Buy	4,214 +2	+0%	+$66	0.03%	197
2019 Q2	$139K	Buy	4,212 +12	+0.3%	+$394	0.03%	197
2019 Q1	$140K	Hold	4,200	–	–	0.03%	195
2018 Q4	$118K	Hold	4,200	–	–	0.03%	199
2018 Q3	$132K	Hold	4,200	–	–	0.03%	209
2018 Q2	$132K	Hold	4,200	–	–	0.03%	208
2018 Q1	$131K	Hold	4,200	–	–	0.03%	217
2017 Q4	$133K	Hold	4,200	–	–	0.03%	218
2017 Q3	$135K	Sell	4,200 -8,200	-66%	-$257K	0.03%	216
2017 Q2	$379K	Sell	12,400 -17,280	-58%	-$560K	0.09%	136
2017 Q1	$932K	Buy	29,680 +800	+3%	+$23.8K	0.23%	86
2016 Q4	$828K	Buy	28,880 +7,280	+34%	+$199K	0.22%	91
2016 Q3	$580K	Sell	21,600 -1,680	-7%	-$44.4K	0.16%	106
2016 Q2	$588K	Buy	+23,280	New	+$605K	0.17%	104

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

M&R Capital Management's HEDJ Position: Q3 2024 in Review

M&R Capital Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q3 2024 at 825 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #262.

M&R Capital Management first reported a position in HEDJ in Q2 2016 and has held it in 34 quarters since. The position peaked at $932K in Q1 2017. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

M&R Capital Management held 825 shares of WisdomTree Europe Hedged Equity Fund worth $37K as of Q3 2024.
M&R Capital Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q3 2024.
WisdomTree Europe Hedged Equity Fund made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #262 holding.
M&R Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $932K in Q1 2017.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.