Phoenix Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Phoenix Financial’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	-8,324	Closed	-$306K	–	397
2022 Q1	$306K	Hold	8,324	–	–	0.01%	335
2021 Q4	$334K	Sell	8,324 -606	-7%	-$23.9K	0.01%	317
2021 Q3	$340K	Buy	+8,930	New	+$350K	0.01%	349
2021 Q2	–	Sell	-8,250	Closed	-$300K	–	347
2021 Q1	$300K	Buy	8,250 +1,840	+29%	+$63.4K	0.01%	342
2020 Q4	$212K	Sell	6,410 -830	-11%	-$26.7K	0.01%	341
2020 Q3	$211K	Hold	7,240	–	–	0.01%	293
2020 Q2	$209K	Buy	+7,240	New	+$206K	0.01%	290
2020 Q1	–	Sell	-7,180	Closed	-$252K	–	315
2019 Q4	$252K	Hold	7,180	–	–	0.01%	186
2019 Q3	$228K	Buy	+7,180	New	+$236K	0.01%	176

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

KCM

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

Phoenix Financial's HEDJ Position: Q2 2022 in Review

Phoenix Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2022, closing a stake of 8,324 shares — an estimated $306K sold.

Phoenix Financial first reported a position in HEDJ in Q3 2019 and held it in 9 quarters. The position peaked at $340K in Q3 2021. 178 funds tracked by Wall St. Rank hold HEDJ as of Q2 2022.

Phoenix Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2022 after selling out during the quarter.
Phoenix Financial sold 8,324 WisdomTree Europe Hedged Equity Fund shares in Q2 2022, an estimated $306K.
Phoenix Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2019 and held it in 9 quarters.
Phoenix Financial's WisdomTree Europe Hedged Equity Fund position peaked at $340K in Q3 2021.
178 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.