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Merrion Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Merrion Investment 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
2021
Q1 		– Sell
-238
Closed -$8K – 148
2020
Q4 		$8K Buy
+238
New +$7.64K 0.01% 184

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Merrion Investment Management's HEDJ Position: Q1 2021 in Review

Merrion Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 238 shares — an estimated $8K sold.

Merrion Investment Management first reported a position in HEDJ in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

  • Merrion Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 238 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $8K.
  • Merrion Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $8K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.