Plante Moran Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-62	Closed	-$3K	–	829
2024 Q1	$3K	Buy	+62	New	+$2.79K	﹤0.01%	735
2017 Q1	–	Sell	-400	Closed	-$11K	–	937
2016 Q4	$11K	Buy	+400	New	+$10.9K	0.01%	571
2016 Q1	–	Sell	-1,460	Closed	-$39K	–	933
2015 Q4	$39K	Buy	+1,460	New	+$43.1K	0.03%	328
2015 Q3	–	Sell	-1,600	Closed	-$49K	–	723
2015 Q2	$49K	Hold	1,600	–	–	0.04%	299
2015 Q1	$53K	Buy	+1,600	New	+$49.6K	0.04%	271

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Plante Moran Financial Advisors's HEDJ Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 62 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in HEDJ in Q1 2015 and held it in 5 quarters. The position peaked at $53K in Q1 2015. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

Plante Moran Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 62 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $3K.
Plante Moran Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 5 quarters.
Plante Moran Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $53K in Q1 2015.
198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.