MassMutual Private Wealth & Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

MassMutual Private Wealth & Trust’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
2022 Q4	–	Sell	-5,104	Closed	-$159K	–	1722
2022 Q3	$159K	Buy	+5,104	New	+$172K	0.01%	347
2019 Q2	–	Sell	-1,000	Closed	-$32K	–	783
2019 Q1	$32K	Hold	1,000	–	–	﹤0.01%	469
2018 Q4	$28.2K	Hold	1,000	–	–	﹤0.01%	455
2018 Q3	$31.6K	Hold	1,000	–	–	﹤0.01%	466
2018 Q2	$31.6K	Hold	1,000	–	–	﹤0.01%	456
2018 Q1	$31.4K	Sell	1,000 -121,640	-99%	-$3.88M	﹤0.01%	454
2017 Q4	$3.91M	Sell	122,640 -1,410	-1%	-$45.8K	0.32%	83
2017 Q3	$4.01M	Sell	124,050 -120	-0.1%	-$3.76K	0.33%	86
2017 Q2	$3.87M	Buy	124,170 +3,670	+3%	+$119K	0.34%	87
2017 Q1	$3.78M	Buy	120,500 +18,610	+18%	+$554K	0.36%	85
2016 Q4	$2.92M	Buy	+101,890	New	+$2.79M	0.36%	84
2016 Q2	$2.2M	Buy	87,222 +17,376	+25%	+$451K	0.28%	102
2016 Q1	$1.81M	Buy	69,846 +10,406	+18%	+$263K	0.24%	113
2015 Q4	$1.6M	Buy	+59,440	New	+$1.75M	0.23%	115
2015 Q2	–	Sell	-45,320	Closed	-$1.5M	–	770
2015 Q1	$1.5M	Buy	+45,320	New	+$1.4M	0.25%	107

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MassMutual Private Wealth & Trust's HEDJ Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2022, closing a stake of 5,104 shares — an estimated $159K sold.

MassMutual Private Wealth & Trust first reported a position in HEDJ in Q1 2015 and held it in 15 quarters. The position peaked at $4.01M in Q3 2017. 172 funds tracked by Wall St. Rank hold HEDJ as of Q4 2022.

MassMutual Private Wealth & Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 5,104 WisdomTree Europe Hedged Equity Fund shares in Q4 2022, an estimated $159K.
MassMutual Private Wealth & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 15 quarters.
MassMutual Private Wealth & Trust's WisdomTree Europe Hedged Equity Fund position peaked at $4.01M in Q3 2017.
172 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.