Patriot Financial Group Insurance Agency’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-204	Closed	-$8K	–	2080
2022 Q1	$8K	Hold	204	–	–	﹤0.01%	1441
2021 Q4	$8K	Buy	204 +2	+1%	+$79	﹤0.01%	1565
2021 Q3	$8K	Hold	202	–	–	﹤0.01%	1553
2021 Q2	$8K	Buy	+202	New	+$7.62K	﹤0.01%	1508
2020 Q2	–	Sell	-3,182	Closed	-$82K	–	1726
2020 Q1	$82K	Sell	3,182 -200	-6%	-$6.38K	0.04%	348
2019 Q4	$119K	Hold	3,382	–	–	0.04%	312
2019 Q3	$114K	Buy	3,382 +182	+6%	+$5.99K	0.05%	290
2019 Q2	$107K	Buy	+3,200	New	+$105K	0.05%	298

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

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

Patriot Financial Group Insurance Agency's HEDJ Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2022, closing a stake of 204 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in HEDJ in Q2 2019 and held it in 8 quarters. The position peaked at $119K in Q4 2019. 178 funds tracked by Wall St. Rank hold HEDJ as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 204 WisdomTree Europe Hedged Equity Fund shares in Q2 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2019 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Europe Hedged Equity Fund position peaked at $119K in Q4 2019.
178 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.