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Raleigh Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Raleigh Capital Management’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
-431
Closed -$18.5K – 1057
2023
Q4 		$18.5K Buy
431
+99
+30% +$4K 0.01% 458
2023
Q3 		$13.1K Sell
332
-100
-23% -$4.03K 0.01% 459
2023
Q2 		$17.7K Buy
432
+12
+3% +$493 0.01% 406
2023
Q1 		$17.3K Buy
+420
New +$16.5K 0.01% 399

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

Raleigh Capital Management's HEDJ Position: Q1 2024 in Review

Raleigh Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 431 shares — an estimated $18.5K sold.

Raleigh Capital Management first reported a position in HEDJ in Q1 2023 and held it in 4 quarters. The position peaked at $18.5K in Q4 2023. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

  • Raleigh Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 431 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $18.5K.
  • Raleigh Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and held it in 4 quarters.
  • Raleigh Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $18.5K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.