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Principle Wealth Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-1,494
Closed -$45K – 266
2020
Q2 		$45K Buy
+1,494
New +$42.5K 0.01% 286

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Principle Wealth Partners's HEDJ Position: Q3 2020 in Review

Principle Wealth Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 1,494 shares — an estimated $45K sold.

Principle Wealth Partners first reported a position in HEDJ in Q2 2020 and held it in 1 quarter. The position peaked at $45K in Q2 2020. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

  • Principle Wealth Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,494 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $45K.
  • Principle Wealth Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's WisdomTree Europe Hedged Equity Fund position peaked at $45K in Q2 2020.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.