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

Private Portfolio 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
2024
Q4 		$8.45M Buy
193,359
+3,052
+2% +$134K 1.55% 13
2024
Q3 		$8.54M Buy
190,307
+4,169
+2% +$184K 1.6% 13
2024
Q2 		$8.42M Buy
186,138
+1,158
+0.6% +$54.7K 6.85% 2
2024
Q1 		$8.93M Buy
184,980
+4,142
+2% +$186K 1.86% 12
2023
Q4 		$7.75M Buy
180,838
+3,818
+2% +$154K 1.78% 12
2023
Q3 		$6.99M Buy
177,020
+3,102
+2% +$125K 1.81% 12
2023
Q2 		$7.12M Buy
173,918
+3,170
+2% +$130K 1.83% 12
2023
Q1 		$7.02M Sell
170,748
-15,964
-9% -$626K 1.9% 10
2022
Q4 		$6.53M Buy
186,712
+5,922
+3% +$205K 1.72% 10
2022
Q3 		$5.62M Buy
180,790
+2,644
+1% +$89.1K 1.6% 13
2022
Q2 		$5.84M Buy
178,146
+10,720
+6% +$384K 1.63% 11
2022
Q1 		$6.16M Buy
167,426
+5,026
+3% +$190K 1.52% 12
2021
Q4 		$6.51M Buy
162,400
+4,010
+3% +$158K 1.67% 10
2021
Q3 		$6.02M Buy
158,390
+3,658
+2% +$143K 1.72% 10
2021
Q2 		$5.9M Buy
154,732
+11,400
+8% +$430K 1.71% 10
2021
Q1 		$5.21M Buy
143,332
+9,256
+7% +$319K 1.69% 11
2020
Q4 		$4.44M Buy
134,076
+2,070
+2% +$66.5K 1.57% 12
2020
Q3 		$4.08M Buy
132,006
+8,682
+7% +$270K 1.65% 11
2020
Q2 		$3.74M Buy
123,324
+8,286
+7% +$236K 1.73% 11
2020
Q1 		$2.95M Sell
115,038
-230
-0.2% -$7.34K 1.57% 10
2019
Q4 		$4.07M Buy
115,268
+2,938
+3% +$101K 1.77% 8
2019
Q3 		$3.78M Buy
112,330
+7,358
+7% +$242K 1.78% 8
2019
Q2 		$3.47M Buy
104,972
+7,640
+8% +$251K 1.49% 10
2019
Q1 		$3.11M Sell
97,332
-18
-0% -$551 1.64% 10
2018
Q4 		$2.75M Buy
+97,350
New +$2.89M 1.69% 9

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Private Portfolio Partners's HEDJ Position: Q4 2024 in Review

Private Portfolio Partners increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.6% in Q4 2024, buying an estimated $134K and bringing the position to 193,359 shares worth $8.45M. The position accounts for 1.55% of the portfolio, ranked #13.

Private Portfolio Partners first reported a position in HEDJ in Q4 2018 and has held it in 25 quarters since. The position peaked at $8.93M in Q1 2024. 200 funds tracked by Wall St. Rank hold HEDJ as of Q4 2024.

  • Private Portfolio Partners held 193,359 shares of WisdomTree Europe Hedged Equity Fund worth $8.45M as of Q4 2024.
  • Private Portfolio Partners bought 3,052 WisdomTree Europe Hedged Equity Fund shares in Q4 2024, an estimated $134K.
  • WisdomTree Europe Hedged Equity Fund made up 1.55% of Private Portfolio Partners's portfolio in Q4 2024, its #13 holding.
  • Private Portfolio Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and has held it in 25 quarters since.
  • Private Portfolio Partners's WisdomTree Europe Hedged Equity Fund position peaked at $8.93M in Q1 2024.
  • 200 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.