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Peoples Bank (Ohio)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Peoples Bank (Ohio)’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
2024
Q3 		– Sell
-4,961
Closed -$224K – 130
2024
Q2 		$224K Buy
+4,961
New +$234K 0.12% 122
2016
Q1 		– Sell
-32,064
Closed -$863K – 101
2015
Q4 		$863K Buy
+32,064
New +$946K 0.51% 29

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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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Peoples Bank (Ohio)'s HEDJ Position: Q3 2024 in Review

Peoples Bank (Ohio) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 4,961 shares — an estimated $224K sold.

Peoples Bank (Ohio) first reported a position in HEDJ in Q4 2015 and held it in 2 quarters. The position peaked at $863K in Q4 2015. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

  • Peoples Bank (Ohio) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Peoples Bank (Ohio) sold 4,961 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $224K.
  • Peoples Bank (Ohio) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 2 quarters.
  • Peoples Bank (Ohio)'s WisdomTree Europe Hedged Equity Fund position peaked at $863K in Q4 2015.
  • 192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2024, filed 23 Oct 2024.