PWM
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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $564B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return