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Next Financial Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Next Financial 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
2021
Q4 		$388K Buy
9,690
+846
+10% +$33.3K 0.03% 643
2021
Q3 		$336K Sell
8,844
-384
-4% -$15.1K 0.03% 621
2021
Q2 		$352K Buy
9,228
+622
+7% +$23.5K 0.03% 602
2021
Q1 		$313K Buy
8,606
+4,196
+95% +$145K 0.03% 615
2020
Q4 		$146K Sell
4,410
-1,222
-22% -$39.2K 0.01% 831
2020
Q3 		$174K Buy
+5,632
New +$175K 0.02% 673
2020
Q2 		– Sell
-8,090
Closed -$207K – 1132
2020
Q1 		$207K Sell
8,090
-2,118
-21% -$67.6K 0.03% 518
2019
Q4 		$360K Buy
10,208
+1,412
+16% +$48.7K 0.04% 463
2019
Q3 		$296K Buy
8,796
+1,320
+18% +$43.4K 0.03% 506
2019
Q2 		$247K Buy
7,476
+4,772
+176% +$157K 0.03% 582
2019
Q1 		$86K Buy
2,704
+1,314
+95% +$40.2K 0.02% 580
2018
Q4 		$39K Buy
+1,390
New +$41.2K 0.01% 877
2017
Q4 		– Sell
-103,060
Closed -$3.36M – 729
2017
Q3 		$3.36M Sell
103,060
-2,476
-2% -$77.6K 0.94% 11
2017
Q2 		$3.29M Sell
105,536
-7,340
-7% -$238K 0.8% 17
2017
Q1 		$3.66M Sell
112,876
-15,190
-12% -$452K 1.02% 11
2016
Q4 		$3.67M Sell
128,066
-114
-0.1% -$3.12K 0.65% 23
2016
Q3 		$3.44M Buy
128,180
+10,354
+9% +$274K 0.62% 24
2016
Q2 		$2.98M Buy
117,826
+5,320
+5% +$138K 0.94% 14
2016
Q1 		$2.92M Buy
112,506
+22,038
+24% +$558K 1.03% 15
2015
Q4 		$2.43M Buy
90,468
+17,352
+24% +$512K 0.91% 13
2015
Q3 		$2M Buy
73,116
+37,714
+107% +$1.13M 0.72% 19
2015
Q2 		$1.09M Buy
35,402
+21,730
+159% +$710K 0.38% 66
2015
Q1 		$452K Buy
+13,672
New +$424K 0.15% 152
2014
Q4 		– Sell
-640
Closed -$18K – 2086
2014
Q3 		$18K Buy
+640
New +$18.4K ﹤0.01% 1466

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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's HEDJ Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 9.6% in Q4 2021, buying an estimated $33.3K and bringing the position to 9,690 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #643.

Next Financial Group first reported a position in HEDJ in Q3 2014 and has held it in 24 quarters since. The position peaked at $3.67M in Q4 2016. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

  • Next Financial Group held 9,690 shares of WisdomTree Europe Hedged Equity Fund worth $388K as of Q4 2021.
  • Next Financial Group bought 846 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $33.3K.
  • WisdomTree Europe Hedged Equity Fund made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #643 holding.
  • Next Financial Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and has held it in 24 quarters since.
  • Next Financial Group's WisdomTree Europe Hedged Equity Fund position peaked at $3.67M in Q4 2016.
  • 203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.