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

Modera 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
2023
Q4 		– Sell
-7,165
Closed -$283K – 537
2023
Q3 		$283K Buy
+7,165
New +$289K 0.01% 464

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UBS Group
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Royal Bank of Canada
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
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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

Modera Wealth Management's HEDJ Position: Q4 2023 in Review

Modera Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2023, closing a stake of 7,165 shares — an estimated $283K sold.

Modera Wealth Management first reported a position in HEDJ in Q3 2023 and held it in 1 quarter. The position peaked at $283K in Q3 2023. 194 funds tracked by Wall St. Rank hold HEDJ as of Q4 2023.

  • Modera Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Modera Wealth Management sold 7,165 WisdomTree Europe Hedged Equity Fund shares in Q4 2023, an estimated $283K.
  • Modera Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2023 and held it in 1 quarter.
  • Modera Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $283K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2023.

Based on Modera Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.