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Oxler Private Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-24,704
Closed -$1.66M – 195
2022
Q3 		$1.66M Buy
+24,704
New +$833K 0.93% 32

Other funds holding HEDJ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Oxler Private Wealth's HEDJ Position: Q4 2022 in Review

Oxler Private Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2022, closing a stake of 24,704 shares — an estimated $1.66M sold.

Oxler Private Wealth first reported a position in HEDJ in Q3 2022 and held it in 1 quarter. The position peaked at $1.66M in Q3 2022. 172 funds tracked by Wall St. Rank hold HEDJ as of Q4 2022.

  • Oxler Private Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 24,704 WisdomTree Europe Hedged Equity Fund shares in Q4 2022, an estimated $1.66M.
  • Oxler Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $1.66M in Q3 2022.
  • 172 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.