Raymond James Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Raymond James Trust’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 Q3	$5.04M	Hold	112,196	–	–	0.11%	171
2024 Q2	$5.07M	Hold	112,196	–	–	0.12%	163
2024 Q1	$5.42M	Hold	112,196	–	–	0.13%	155
2023 Q4	$4.81M	Hold	112,196	–	–	0.13%	159
2023 Q3	$4.43M	Hold	112,196	–	–	0.13%	157
2023 Q2	$4.59M	Hold	112,196	–	–	0.13%	154
2023 Q1	$4.61M	Hold	112,196	–	–	0.15%	143
2022 Q4	$3.92M	Hold	112,196	–	–	0.13%	152
2022 Q3	$3.49M	Hold	112,196	–	–	0.13%	156
2022 Q2	$3.68M	Hold	112,196	–	–	0.13%	153
2022 Q1	$4.13M	Hold	112,196	–	–	0.13%	158
2021 Q4	$4.5M	Hold	112,196	–	–	0.13%	147
2021 Q3	$4.27M	Hold	112,196	–	–	0.14%	138
2021 Q2	$4.28M	Hold	112,196	–	–	0.14%	135
2021 Q1	$4.08M	Hold	112,196	–	–	0.14%	137
2020 Q4	$3.72M	Hold	112,196	–	–	0.14%	132
2020 Q3	$3.46M	Hold	112,196	–	–	0.15%	128
2020 Q2	$3.41M	Sell	112,196 -690	-0.6%	-$19.6K	0.16%	128
2020 Q1	$2.89M	Sell	112,886 -228	-0.2%	-$7.27K	0.17%	128
2019 Q4	$3.99M	Sell	113,114 -8,358	-7%	-$288K	0.19%	114
2019 Q3	$4.09M	Buy	121,472 +1,204	+1%	+$39.6K	0.21%	107
2019 Q2	$3.98M	Sell	120,268 -1,186	-1%	-$39K	0.22%	102
2019 Q1	$3.88M	Sell	121,454 -1,100	-0.9%	-$33.7K	0.22%	102
2018 Q4	$3.46M	Sell	122,554 -2,804	-2%	-$83.1K	0.22%	104
2018 Q3	$3.96M	Buy	125,358 +2,122	+2%	+$68K	0.22%	103
2018 Q2	$3.89M	Buy	+123,236	New	+$4.02M	0.24%	99

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Raymond James Trust's HEDJ Position: Q3 2024 in Review

Raymond James Trust held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q3 2024 at 112,196 shares worth $5.04M. The position accounts for 0.11% of the portfolio, ranked #171.

Raymond James Trust first reported a position in HEDJ in Q2 2018 and has held it in 26 quarters since. The position peaked at $5.42M in Q1 2024. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

Raymond James Trust held 112,196 shares of WisdomTree Europe Hedged Equity Fund worth $5.04M as of Q3 2024.
Raymond James Trust left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q3 2024.
WisdomTree Europe Hedged Equity Fund made up 0.11% of Raymond James Trust's portfolio in Q3 2024, its #171 holding.
Raymond James Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2018 and has held it in 26 quarters since.
Raymond James Trust's WisdomTree Europe Hedged Equity Fund position peaked at $5.42M in Q1 2024.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.