New Legacy Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

New Legacy Group’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 Q3	$790K	Sell	20,000 -20,000	-50%	-$807K	2.16%	12
2023 Q2	$1.64M	Hold	40,000	–	–	4.14%	7
2023 Q1	$1.64M	Hold	40,000	–	–	4.68%	6
2022 Q4	$1.4M	Hold	40,000	–	–	4.35%	8
2022 Q3	$1.24M	Hold	40,000	–	–	3.21%	8
2022 Q2	$1.31M	Hold	40,000	–	–	2.66%	8
2022 Q1	$1.47M	Hold	40,000	–	–	0.55%	8
2021 Q4	$1.6M	Buy	+40,000	New	+$1.58M	0.31%	8

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New Legacy Group's HEDJ Position: Q3 2023 in Review

New Legacy Group reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 50% in Q3 2023, selling an estimated $807K and leaving 20,000 shares worth $790K. The position accounts for 2.16% of the portfolio, ranked #12.

New Legacy Group first reported a position in HEDJ in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.64M in Q1 2023. 184 funds tracked by Wall St. Rank hold HEDJ as of Q3 2023.

New Legacy Group held 20,000 shares of WisdomTree Europe Hedged Equity Fund worth $790K as of Q3 2023.
New Legacy Group sold 20,000 WisdomTree Europe Hedged Equity Fund shares in Q3 2023, an estimated $807K.
WisdomTree Europe Hedged Equity Fund made up 2.16% of New Legacy Group's portfolio in Q3 2023, its #12 holding.
New Legacy Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's WisdomTree Europe Hedged Equity Fund position peaked at $1.64M in Q1 2023.
184 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.