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Resurgent Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Resurgent Financial 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
-4,198
Closed -$180K – 310
2023
Q4 		$180K Sell
4,198
-53
-1% -$2.14K 0.11% 175
2023
Q3 		$168K Buy
4,251
+109
+3% +$4.4K 0.11% 166
2023
Q2 		$170K Buy
4,142
+20
+0.5% +$821 0.11% 164
2023
Q1 		$169K Buy
+4,122
New +$162K 0.11% 166

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

Resurgent Financial Advisors's HEDJ Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 4,198 shares — an estimated $180K sold.

Resurgent Financial Advisors first reported a position in HEDJ in Q1 2023 and held it in 4 quarters. The position peaked at $180K in Q4 2023. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 4,198 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $180K.
  • Resurgent Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and held it in 4 quarters.
  • Resurgent Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $180K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.