Provence Wealth Management Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Provence Wealth Management Group’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 Q4	$123K	Sell	2,862 -226	-7%	-$9.14K	0.07%	169
2023 Q3	$122K	Buy	+3,088	New	+$125K	0.07%	159
2023 Q1	–	Sell	-6,802	Closed	-$238K	–	135
2022 Q4	$238K	Sell	6,802 -992	-13%	-$34.4K	0.19%	102
2022 Q3	$242K	Sell	7,794 -60	-0.8%	-$2.02K	0.32%	44
2022 Q2	$257K	Hold	7,854	–	–	0.34%	46
2022 Q1	$289K	Sell	7,854 -164	-2%	-$6.21K	0.33%	42
2021 Q4	$321K	Buy	+8,018	New	+$316K	0.36%	48

Other funds holding HEDJ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Provence Wealth Management Group's HEDJ Position: Q4 2023 in Review

Provence Wealth Management Group reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 7.3% in Q4 2023, selling an estimated $9.14K and leaving 2,862 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #169.

Provence Wealth Management Group first reported a position in HEDJ in Q4 2021 and has held it in 7 quarters since. The position peaked at $321K in Q4 2021. 194 funds tracked by Wall St. Rank hold HEDJ as of Q4 2023.

Provence Wealth Management Group held 2,862 shares of WisdomTree Europe Hedged Equity Fund worth $123K as of Q4 2023.
Provence Wealth Management Group sold 226 WisdomTree Europe Hedged Equity Fund shares in Q4 2023, an estimated $9.14K.
WisdomTree Europe Hedged Equity Fund made up 0.07% of Provence Wealth Management Group's portfolio in Q4 2023, its #169 holding.
Provence Wealth Management Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and has held it in 7 quarters since.
Provence Wealth Management Group's WisdomTree Europe Hedged Equity Fund position peaked at $321K in Q4 2021.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.