Sierra Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sierra Capital’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	-1,650	Closed	-$54K	–	690
2022 Q2	$54K	Hold	1,650	–	–	0.01%	320
2022 Q1	$61K	Hold	1,650	–	–	0.01%	327
2021 Q4	$66K	Sell	1,650 -48	-3%	-$1.89K	0.01%	324
2021 Q3	$67K	Hold	1,698	–	–	0.01%	292
2021 Q2	$65K	Hold	1,698	–	–	0.01%	275
2021 Q1	$62K	Buy	+1,698	New	+$58.5K	0.01%	266

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

Sierra Capital's HEDJ Position: Q3 2022 in Review

Sierra Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2022, closing a stake of 1,650 shares — an estimated $54K sold.

Sierra Capital first reported a position in HEDJ in Q1 2021 and held it in 6 quarters. The position peaked at $67K in Q3 2021. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

Sierra Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
Sierra Capital sold 1,650 WisdomTree Europe Hedged Equity Fund shares in Q3 2022, an estimated $54K.
Sierra Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2021 and held it in 6 quarters.
Sierra Capital's WisdomTree Europe Hedged Equity Fund position peaked at $67K in Q3 2021.
169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on Sierra Capital's 13F filing for Q3 2022, filed 4 Nov 2022.