Retirement Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Retirement 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
2024 Q1	$86.9K	Hold	1,800	–	–	0.03%	179
2023 Q4	$77.1K	Hold	1,800	–	–	0.03%	175
2023 Q3	$71.1K	Buy	1,800 +350	+24%	+$14.1K	0.03%	170
2023 Q2	$59.4K	Buy	1,450 +1,200	+480%	+$49.3K	0.02%	180
2023 Q1	$10K	Buy	+250	New	+$9.8K	﹤0.01%	394
2022 Q1	–	Sell	-200	Closed	-$8K	–	776
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	470
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	401
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	435
2021 Q1	$7K	Buy	200 +158	+376%	+$5.44K	﹤0.01%	512
2020 Q4	$1K	Hold	42	–	–	﹤0.01%	610
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	606
2020 Q2	$1K	Buy	+42	New	+$1.2K	﹤0.01%	590
2019 Q4	$1K	Buy	+42	New	+$1.45K	﹤0.01%	593

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

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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Retirement Group's HEDJ Position: Q1 2024 in Review

Retirement Group held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q1 2024 at 1,800 shares worth $86.9K. The position accounts for 0.03% of the portfolio, ranked #179.

Retirement Group first reported a position in HEDJ in Q4 2019 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

Retirement Group held 1,800 shares of WisdomTree Europe Hedged Equity Fund worth $86.9K as of Q1 2024.
Retirement Group left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q1 2024.
WisdomTree Europe Hedged Equity Fund made up 0.03% of Retirement Group's portfolio in Q1 2024, its #179 holding.
Retirement Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and has held it in 13 quarters since.
195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.