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Meitav Investment House’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Meitav Investment House’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
2023
Q4 		– Sell
-7,096
Closed -$280K – 343
2023
Q3 		$280K Sell
7,096
-22,606
-76% -$912K ﹤0.01% 295
2023
Q2 		$1.21M Buy
29,702
+5,610
+23% +$230K 0.02% 208
2023
Q1 		$999K Sell
24,092
-4,622
-16% -$181K 0.02% 227
2022
Q4 		$1.01M Sell
28,714
-4,612
-14% -$160K 0.02% 236
2022
Q3 		$1.04M Buy
33,326
+5,202
+18% +$175K 0.02% 232
2022
Q2 		$920K Sell
28,124
-1,858
-6% -$66.6K 0.02% 238
2022
Q1 		$1.1M Sell
29,982
-4,072
-12% -$154K 0.02% 255
2021
Q4 		$1.36M Sell
34,054
-34
-0.1% -$1.34K 0.02% 229
2021
Q3 		$1.29M Buy
34,088
+3,620
+12% +$142K 0.02% 231
2021
Q2 		$1.16M Buy
30,468
+2,728
+10% +$103K 0.03% 227
2021
Q1 		$1.01K Buy
+27,740
New +$955K 0.03% 212
2020
Q4 		– Sell
-28,630
Closed -$883K – 439
2020
Q3 		$883K Buy
+28,630
New +$892K 0.04% 172
2018
Q3 		– Sell
-3,484
Closed -$401K – 454
2018
Q2 		$401K Buy
+3,484
New +$114K 0.02% 342

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meitav Investment House's HEDJ Position: Q4 2023 in Review

Meitav Investment House sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2023, closing a stake of 7,096 shares — an estimated $280K sold.

Meitav Investment House first reported a position in HEDJ in Q2 2018 and held it in 13 quarters. The position peaked at $1.36M in Q4 2021. 194 funds tracked by Wall St. Rank hold HEDJ as of Q4 2023.

  • Meitav Investment House reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Meitav Investment House sold 7,096 WisdomTree Europe Hedged Equity Fund shares in Q4 2023, an estimated $280K.
  • Meitav Investment House first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2018 and held it in 13 quarters.
  • Meitav Investment House's WisdomTree Europe Hedged Equity Fund position peaked at $1.36M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2023.

Based on Meitav Investment House's 13F filing for Q4 2023, filed 29 Jan 2024.