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Prosperity Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Prosperity Capital 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
Q1 		– Sell
-5,003
Closed -$214K – 327
2023
Q4 		$214K Buy
+5,003
New +$202K 0.02% 249
2023
Q3 		– Sell
-5,338
Closed -$219K – 240
2023
Q2 		$219K Buy
5,338
+112
+2% +$4.6K 0.03% 212
2023
Q1 		$215K Buy
+5,226
New +$205K 0.03% 190

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prosperity Capital Advisors's HEDJ Position: Q1 2024 in Review

Prosperity Capital Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 5,003 shares — an estimated $214K sold.

Prosperity Capital Advisors first reported a position in HEDJ in Q1 2023 and held it in 3 quarters. The position peaked at $219K in Q2 2023. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

  • Prosperity Capital Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 5,003 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $214K.
  • Prosperity Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and held it in 3 quarters.
  • Prosperity Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $219K in Q2 2023.
  • 195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Prosperity Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.