Portfolio Strategies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Portfolio Strategies’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
2023 Q2	–	Sell	-326,300	Closed	-$13.4M	–	48
2023 Q1	$13.4M	Buy	+326,300	New	+$12.8M	2.61%	17
2018 Q2	–	Sell	-360	Closed	-$11K	–	249
2018 Q1	$11K	Hold	360	–	–	0.01%	151
2017 Q4	$11K	Buy	+360	New	+$11.7K	0.01%	158

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Jane Street New York $777B 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 $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Portfolio Strategies's HEDJ Position: Q2 2023 in Review

Portfolio Strategies sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 326,300 shares — an estimated $13.4M sold.

Portfolio Strategies first reported a position in HEDJ in Q4 2017 and held it in 3 quarters. The position peaked at $13.4M in Q1 2023. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Portfolio Strategies reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Portfolio Strategies sold 326,300 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $13.4M.
Portfolio Strategies first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 3 quarters.
Portfolio Strategies's WisdomTree Europe Hedged Equity Fund position peaked at $13.4M in Q1 2023.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Portfolio Strategies's 13F filing for Q2 2023, filed 8 Aug 2023.