Simon Quick Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Simon Quick 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
2021 Q4	–	Sell	-750	Closed	-$28K	–	389
2021 Q3	$28K	Hold	750	–	–	0.01%	294
2021 Q2	$28K	Buy	+750	New	+$28.3K	0.01%	309
2019 Q4	–	Sell	-1,544	Closed	-$52K	–	664
2019 Q3	$52K	Sell	1,544 -306	-17%	-$10.1K	0.02%	170
2019 Q2	$61.2K	Buy	1,850 +306	+20%	+$10.1K	0.03%	114
2019 Q1	$49K	Buy	+1,544	New	+$47.3K	0.02%	200
2018 Q1	–	Sell	-16	Closed	-$1K	–	359
2017 Q4	$1K	Sell	16 -1,528	-99%	-$49.6K	﹤0.01%	428
2017 Q3	$50K	Hold	1,544	–	–	0.02%	270
2017 Q2	$48K	Sell	1,544 -15,280	-91%	-$495K	0.03%	125
2017 Q1	$528K	Hold	16,824	–	–	0.31%	42
2016 Q4	$483K	Buy	+16,824	New	+$460K	0.36%	57

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simon Quick Advisors's HEDJ Position: Q4 2021 in Review

Simon Quick Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2021, closing a stake of 750 shares — an estimated $28K sold.

Simon Quick Advisors first reported a position in HEDJ in Q4 2016 and held it in 10 quarters. The position peaked at $528K in Q1 2017. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

Simon Quick Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Simon Quick Advisors sold 750 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $28K.
Simon Quick Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 10 quarters.
Simon Quick Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $528K in Q1 2017.
203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.