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Oppenheimer & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-12,144
Closed -$499K – 1443
2023
Q1 		$499K Buy
+12,144
New +$476K 0.01% 940
2022
Q1 		– Sell
-5,910
Closed -$237K – 1523
2021
Q4 		$237K Sell
5,910
-2,996
-34% -$118K ﹤0.01% 1325
2021
Q3 		$339K Buy
8,906
+200
+2% +$7.84K 0.01% 1173
2021
Q2 		$332K Buy
+8,706
New +$328K 0.01% 1196
2019
Q1 		– Sell
-11,076
Closed -$313K – 1364
2018
Q4 		$313K Sell
11,076
-20,590
-65% -$610K 0.01% 911
2018
Q3 		$1M Sell
31,666
-4,544
-13% -$146K 0.03% 592
2018
Q2 		$1.14M Sell
36,210
-10,176
-22% -$332K 0.03% 538
2018
Q1 		$1.46M Sell
46,386
-13,088
-22% -$418K 0.04% 481
2017
Q4 		$1.9M Sell
59,474
-19,500
-25% -$633K 0.05% 414
2017
Q3 		$2.56M Sell
78,974
-15,650
-17% -$491K 0.07% 326
2017
Q2 		$2.95M Sell
94,624
-7,394
-7% -$240K 0.08% 295
2017
Q1 		$3.2M Buy
102,018
+5,656
+6% +$168K 0.09% 267
2016
Q4 		$2.77M Buy
96,362
+36,786
+62% +$1.01M 0.08% 293
2016
Q3 		$1.6M Sell
59,576
-70,724
-54% -$1.87M 0.05% 443
2016
Q2 		$3.29M Sell
130,300
-71,258
-35% -$1.85M 0.1% 246
2016
Q1 		$5.23M Sell
201,558
-78,712
-28% -$1.99M 0.16% 146
2015
Q4 		$7.54M Buy
280,270
+69,606
+33% +$2.05M 0.22% 103
2015
Q3 		$5.76M Buy
210,664
+3,394
+2% +$102K 0.17% 136
2015
Q2 		$6.38M Buy
207,270
+101,546
+96% +$3.32M 0.18% 131
2015
Q1 		$3.5M Buy
+105,724
New +$3.28M 0.1% 244

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oppenheimer & Co's HEDJ Position: Q2 2023 in Review

Oppenheimer & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 12,144 shares — an estimated $499K sold.

Oppenheimer & Co first reported a position in HEDJ in Q1 2015 and held it in 20 quarters. The position peaked at $7.54M in Q4 2015. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

  • Oppenheimer & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 12,144 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $499K.
  • Oppenheimer & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 20 quarters.
  • Oppenheimer & Co's WisdomTree Europe Hedged Equity Fund position peaked at $7.54M in Q4 2015.
  • 180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Oppenheimer & Co's 13F filing for Q2 2023, filed 3 Aug 2023.