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Permanens Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Permanens Capital’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
Q4 		– Sell
-360,485
Closed -$16.2M – 54
2024
Q3 		$16.2M Sell
360,485
-597,980
-62% -$26.4M 3.29% 7
2024
Q2 		$43.3M Buy
958,465
+149,984
+19% +$7.08M 4.42% 7
2024
Q1 		$39M Buy
808,481
+400,845
+98% +$18M 4.8% 6
2023
Q4 		$17.5M Sell
407,636
-388,378
-49% -$15.7M 3.4% 6
2023
Q3 		$31.4M Buy
796,014
+339,888
+75% +$13.7M 5.38% 5
2023
Q2 		$18.7M Buy
456,126
+65,714
+17% +$2.7M 4.3% 5
2023
Q1 		$16M Buy
390,412
+174,496
+81% +$6.84M 3.48% 7
2022
Q4 		$7.55M Sell
215,916
-57,760
-21% -$2M 1.83% 6
2022
Q3 		$8.51M Sell
273,676
-705,182
-72% -$23.8M 1.92% 7
2022
Q2 		$32.1M Sell
978,858
-133,056
-12% -$4.77M 6.45% 3
2022
Q1 		$40.9M Sell
1,111,914
-719,488
-39% -$27.3M 6.34% 4
2021
Q4 		$73.4M Buy
1,831,402
+79,638
+5% +$3.14M 11.56% 3
2021
Q3 		$66.6M Buy
1,751,764
+140,030
+9% +$5.49M 12.08% 4
2021
Q2 		$61.4M Buy
1,611,734
+605,360
+60% +$22.8M 11.04% 4
2021
Q1 		$36.6M Buy
1,006,374
+192,760
+24% +$6.64M 7.52% 4
2020
Q4 		$27M Buy
813,614
+361,968
+80% +$11.6M 5.68% 4
2020
Q3 		$13.9M Buy
451,646
+33,976
+8% +$1.06M 4.82% 3
2020
Q2 		$12.7M Sell
417,670
-363,528
-47% -$10.3M 4.79% 3
2020
Q1 		$20M Buy
781,198
+41,908
+6% +$1.34M 6.32% 5
2019
Q4 		$26.1M Buy
739,290
+85,204
+13% +$2.94M 6.55% 5
2019
Q3 		$22M Sell
654,086
-2,222
-0.3% -$73.1K 6.16% 6
2019
Q2 		$21.7M Sell
656,308
-8,124
-1% -$267K 6.17% 6
2019
Q1 		$21.2M Buy
664,432
+233,582
+54% +$7.15M 6.28% 5
2018
Q4 		$12.2M Sell
430,850
-633,420
-60% -$18.8M 4.58% 5
2018
Q3 		$33.6M Buy
1,064,270
+529,210
+99% +$17M 11.44% 3
2018
Q2 		$16.9M Sell
535,060
-377,514
-41% -$12.3M 6.4% 7
2018
Q1 		$28.6M Buy
912,574
+160,050
+21% +$5.11M 11.39% 4
2017
Q4 		$24M Buy
752,524
+33,030
+5% +$1.07M 8.88% 7
2017
Q3 		$23.3M Sell
719,494
-20,774
-3% -$651K 8.38% 6
2017
Q2 		$23.1M Buy
740,268
+198,726
+37% +$6.44M 8.31% 7
2017
Q1 		$17M Buy
541,542
+76,562
+16% +$2.28M 6.34% 6
2016
Q4 		$13.3M Buy
464,980
+151,132
+48% +$4.13M 5.63% 7
2016
Q3 		$8.43M Sell
313,848
-574,526
-65% -$15.2M 4.11% 6
2016
Q2 		$22.4M Buy
888,374
+263,752
+42% +$6.85M 13.67% 4
2016
Q1 		$16.2M Sell
624,622
-26,174
-4% -$663K 8.39% 5
2015
Q4 		$17.5M Buy
650,796
+117,294
+22% +$3.46M 7.37% 5
2015
Q3 		$14.6M Sell
533,502
-498,938
-48% -$15M 8.95% 5
2015
Q2 		$31.8M Buy
1,032,440
+264,410
+34% +$8.64M 27.81% 2
2015
Q1 		$25.4M Buy
768,030
+496,582
+183% +$15.4M 25.03% 3
2014
Q4 		$7.55M Buy
+271,448
New +$7.68M 7.77% 4

Other funds holding HEDJ

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Permanens Capital's HEDJ Position: Q4 2024 in Review

Permanens Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2024, closing a stake of 360,485 shares — an estimated $16.2M sold.

Permanens Capital first reported a position in HEDJ in Q4 2014 and held it in 40 quarters. The position peaked at $73.4M in Q4 2021. 200 funds tracked by Wall St. Rank hold HEDJ as of Q4 2024.

  • Permanens Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Permanens Capital sold 360,485 WisdomTree Europe Hedged Equity Fund shares in Q4 2024, an estimated $16.2M.
  • Permanens Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 40 quarters.
  • Permanens Capital's WisdomTree Europe Hedged Equity Fund position peaked at $73.4M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2024.

Based on Permanens Capital's 13F filing for Q4 2024, filed 14 Feb 2025.