Salem Investment Counselors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Salem Investment Counselors’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 Q2	–	Sell	-858	Closed	-$35.3K	–	1171
2023 Q1	$35.3K	Hold	858	–	–	﹤0.01%	594
2022 Q4	$30K	Hold	858	–	–	﹤0.01%	600
2022 Q3	$27K	Hold	858	–	–	﹤0.01%	584
2022 Q2	$28K	Hold	858	–	–	﹤0.01%	604
2022 Q1	$32K	Hold	858	–	–	﹤0.01%	582
2021 Q4	$34K	Hold	858	–	–	﹤0.01%	621
2021 Q3	$33K	Hold	858	–	–	﹤0.01%	565
2021 Q2	$33K	Hold	858	–	–	﹤0.01%	543
2021 Q1	$31K	Hold	858	–	–	﹤0.01%	523
2020 Q4	$28K	Hold	858	–	–	﹤0.01%	526
2020 Q3	$26K	Hold	858	–	–	﹤0.01%	459
2020 Q2	$26K	Hold	858	–	–	﹤0.01%	457
2020 Q1	$22K	Hold	858	–	–	﹤0.01%	430
2019 Q4	$30K	Hold	858	–	–	﹤0.01%	437
2019 Q3	$29K	Hold	858	–	–	﹤0.01%	425
2019 Q2	$28K	Buy	+858	New	+$28.2K	﹤0.01%	438

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Salem Investment Counselors's HEDJ Position: Q2 2023 in Review

Salem Investment Counselors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 858 shares — an estimated $35.3K sold.

Salem Investment Counselors first reported a position in HEDJ in Q2 2019 and held it in 16 quarters. The position peaked at $35.3K in Q1 2023. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Salem Investment Counselors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Salem Investment Counselors sold 858 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $35.3K.
Salem Investment Counselors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2019 and held it in 16 quarters.
Salem Investment Counselors's WisdomTree Europe Hedged Equity Fund position peaked at $35.3K in Q1 2023.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.