NWAM LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

NWAM LLC’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
2022 Q1	–	Sell	-33,924	Closed	-$1.36M	–	537
2021 Q4	$1.36M	Hold	33,924	–	–	0.11%	196
2021 Q3	$1.29M	Sell	33,924 -7,402	-18%	-$290K	0.12%	182
2021 Q2	$1.58M	Hold	41,326	–	–	0.15%	153
2021 Q1	$1.5M	Sell	41,326 -3,528	-8%	-$122K	0.15%	153
2020 Q4	$1.49M	Sell	44,854 -8,038	-15%	-$258K	0.17%	136
2020 Q3	$1.63M	Buy	+52,892	New	+$1.65M	0.27%	94

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWAM LLC's HEDJ Position: Q1 2022 in Review

NWAM LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 33,924 shares — an estimated $1.36M sold.

NWAM LLC first reported a position in HEDJ in Q3 2020 and held it in 6 quarters. The position peaked at $1.63M in Q3 2020. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

NWAM LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
NWAM LLC sold 33,924 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $1.36M.
NWAM LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and held it in 6 quarters.
NWAM LLC's WisdomTree Europe Hedged Equity Fund position peaked at $1.63M in Q3 2020.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on NWAM LLC's 13F filing for Q1 2022, filed 12 May 2022.