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PF
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
Shares
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
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
KCM
Karp Capital Management
Sausalito, California
$489M AUM
12.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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