Prio Wealth Limited Partnership’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Prio Wealth Limited Partnership’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	-5,792	Closed	-$280K	–	266
2024 Q1	$280K	Buy	+5,792	New	+$261K	0.01%	232
2020 Q1	–	Sell	-9,858	Closed	-$348K	–	239
2019 Q4	$348K	Buy	+9,858	New	+$340K	0.01%	207
2016 Q2	–	Sell	-24,384	Closed	-$633K	–	239
2016 Q1	$633K	Sell	24,384 -4,000	-14%	-$101K	0.03%	157
2015 Q4	$763K	Sell	28,384 -11,616	-29%	-$343K	0.04%	150
2015 Q3	$1.09M	Buy	40,000 +1,100	+3%	+$33.1K	0.06%	140
2015 Q2	$1.2M	Hold	38,900	–	–	0.06%	136
2015 Q1	$1.29M	Buy	38,900 +29,900	+332%	+$927K	0.06%	135
2014 Q4	$250K	Buy	+9,000	New	+$255K	0.01%	229

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

Prio Wealth Limited Partnership's HEDJ Position: Q2 2024 in Review

Prio Wealth Limited Partnership sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 5,792 shares — an estimated $280K sold.

Prio Wealth Limited Partnership first reported a position in HEDJ in Q4 2014 and held it in 8 quarters. The position peaked at $1.29M in Q1 2015. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

Prio Wealth Limited Partnership reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Prio Wealth Limited Partnership sold 5,792 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $280K.
Prio Wealth Limited Partnership first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 8 quarters.
Prio Wealth Limited Partnership's WisdomTree Europe Hedged Equity Fund position peaked at $1.29M in Q1 2015.
198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q2 2024, filed 10 Sep 2024.