SeaCrest Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-5,096	Closed	-$167K	–	992
2022 Q2	$167K	Buy	+5,096	New	+$183K	0.02%	668
2022 Q1	–	Sell	-5,096	Closed	-$204K	–	733
2021 Q4	$204K	Buy	+5,096	New	+$201K	0.02%	647
2020 Q1	–	Sell	-5,720	Closed	-$202K	–	533
2019 Q4	$202K	Sell	5,720 -540	-9%	-$18.6K	0.03%	503
2019 Q3	$211K	Sell	6,260 -40	-0.6%	-$1.32K	0.04%	480
2019 Q2	$208K	Sell	6,300 -20	-0.3%	-$657	0.04%	453
2019 Q1	$202K	Sell	6,320 -80	-1%	-$2.45K	0.03%	460
2018 Q4	$181K	Hold	6,400	–	–	0.04%	446
2018 Q3	$202K	Sell	6,400 -30	-0.5%	-$962	0.03%	500
2018 Q2	$203K	Buy	6,430 +468	+8%	+$15.3K	0.04%	486
2018 Q1	$187K	Sell	5,962 -230	-4%	-$7.34K	0.03%	502
2017 Q4	$197K	Buy	+6,192	New	+$201K	0.04%	497

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

SeaCrest Wealth Management's HEDJ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2022, closing a stake of 5,096 shares — an estimated $167K sold.

SeaCrest Wealth Management first reported a position in HEDJ in Q4 2017 and held it in 11 quarters. The position peaked at $211K in Q3 2019. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

SeaCrest Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 5,096 WisdomTree Europe Hedged Equity Fund shares in Q3 2022, an estimated $167K.
SeaCrest Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 11 quarters.
SeaCrest Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $211K in Q3 2019.
169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.