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

Semmax 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	-876	Closed	-$38.8K	–	423
2023 Q4	$38.8K	Hold	876	–	–	0.01%	155
2023 Q3	$34.8K	Buy	+876	New	+$35.3K	0.01%	137
2022 Q4	$34K	Hold	876	–	–	0.01%	130
2022 Q3	$30K	Hold	876	–	–	0.01%	130
2022 Q2	$31K	Hold	876	–	–	0.01%	130
2022 Q1	$32K	Hold	876	–	–	0.01%	147
2021 Q4	$35K	Hold	876	–	–	0.01%	149
2021 Q3	$33K	Hold	876	–	–	0.01%	145
2021 Q2	$33K	Hold	876	–	–	0.01%	141
2021 Q1	$32K	Sell	876 -90	-9%	-$3.1K	0.01%	144
2020 Q4	$32K	Hold	966	–	–	0.01%	137
2020 Q3	$30K	Hold	966	–	–	0.01%	125
2020 Q2	$29K	Hold	966	–	–	0.02%	128
2020 Q1	$25K	Sell	966 -118	-11%	-$3.76K	0.02%	127
2019 Q4	$38K	Sell	1,084 -208	-16%	-$7.17K	0.02%	122
2019 Q3	$43K	Hold	1,292	–	–	0.03%	119
2019 Q2	$43K	Sell	1,292 -4,490	-78%	-$147K	0.03%	124
2019 Q1	$185K	Sell	5,782 -1,730	-23%	-$53K	0.13%	129
2018 Q4	$212K	Buy	+7,512	New	+$223K	0.17%	104

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

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

Semmax Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 876 shares — an estimated $38.8K sold.

Semmax Financial Advisors first reported a position in HEDJ in Q4 2018 and held it in 19 quarters. The position peaked at $212K in Q4 2018. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

Semmax Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
Semmax Financial Advisors sold 876 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $38.8K.
Semmax Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 19 quarters.
Semmax Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $212K in Q4 2018.
195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Semmax Financial Advisors's 13F filing for Q1 2024, filed 16 May 2024.