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Optimum Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-300
Closed -$11K – 871
2021
Q2 		$11K Hold
300
– – ﹤0.01% 740
2021
Q1 		$11K Hold
300
– – ﹤0.01% 755
2020
Q4 		$10K Hold
300
– – ﹤0.01% 728
2020
Q3 		$9K Hold
300
– – ﹤0.01% 706
2020
Q2 		$9K Sell
300
-2,030
-87% -$57.8K ﹤0.01% 706
2020
Q1 		$60K Hold
2,330
– – 0.02% 391
2019
Q4 		$82K Hold
2,330
– – 0.02% 425
2019
Q3 		$78K Sell
2,330
-1,502
-39% -$49.4K 0.02% 414
2019
Q2 		$127K Hold
3,832
– – 0.04% 331
2019
Q1 		$122K Sell
3,832
-2,310
-38% -$70.8K 0.04% 345
2018
Q4 		$173K Sell
6,142
-3,630
-37% -$108K 0.06% 280
2018
Q3 		$309K Sell
9,772
-3,576
-27% -$115K 0.09% 226
2018
Q2 		$421K Sell
13,348
-3,028
-18% -$98.7K 0.12% 177
2018
Q1 		$514K Sell
16,376
-1,396
-8% -$44.6K 0.15% 161
2017
Q4 		$566K Buy
17,772
+1,302
+8% +$42.3K 0.18% 149
2017
Q3 		$533K Sell
16,470
-7,784
-32% -$244K 0.18% 154
2017
Q2 		$756K Buy
24,254
+12,608
+108% +$408K 0.26% 111
2017
Q1 		$366K Buy
11,646
+1,244
+12% +$37K 0.13% 199
2016
Q4 		$299K Sell
10,402
-1,654
-14% -$45.2K 0.11% 216
2016
Q3 		$324K Sell
12,056
-398
-3% -$10.5K 0.12% 206
2016
Q2 		$315K Sell
12,454
-53,282
-81% -$1.38M 0.12% 203
2016
Q1 		$1.71M Sell
65,736
-3,628
-5% -$91.8K 0.67% 36
2015
Q4 		$1.87M Buy
69,364
+1,756
+3% +$51.8K 0.72% 30
2015
Q3 		$1.85M Buy
+67,608
New +$2.03M 0.75% 29
2015
Q1 		$2.33M Buy
+70,490
New +$2.19M 0.74% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's HEDJ Position: Q3 2021 in Review

Optimum Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2021, closing a stake of 300 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in HEDJ in Q1 2015 and held it in 25 quarters. The position peaked at $2.33M in Q1 2015. 191 funds tracked by Wall St. Rank hold HEDJ as of Q3 2021.

  • Optimum Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 WisdomTree Europe Hedged Equity Fund shares in Q3 2021, an estimated $11K.
  • Optimum Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 25 quarters.
  • Optimum Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $2.33M in Q1 2015.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.