Perigon Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Perigon Wealth Management’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 Q1	–	Sell	-1,658	Closed	-$55K	–	726
2020 Q4	$55K	Buy	+1,658	New	+$53.2K	0.01%	720
2018 Q2	–	Sell	-1,610	Closed	-$50K	–	401
2018 Q1	$50K	Hold	1,610	–	–	0.02%	308
2017 Q4	$51K	Hold	1,610	–	–	0.02%	281
2017 Q3	$52K	Hold	1,610	–	–	0.02%	333
2017 Q2	$50K	Hold	1,610	–	–	0.01%	378
2017 Q1	$51K	Hold	1,610	–	–	0.01%	391
2016 Q4	$49K	Hold	1,610	–	–	0.01%	366
2016 Q3	$43K	Hold	1,610	–	–	0.01%	328
2016 Q2	$41K	Buy	+1,610	New	+$41.8K	0.01%	294

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perigon Wealth Management's HEDJ Position: Q1 2021 in Review

Perigon Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 1,658 shares — an estimated $55K sold.

Perigon Wealth Management first reported a position in HEDJ in Q2 2016 and held it in 9 quarters. The position peaked at $55K in Q4 2020. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

Perigon Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,658 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $55K.
Perigon Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 9 quarters.
Perigon Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $55K in Q4 2020.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.