Southland Equity Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Southland Equity Partners’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 Q3	–	Sell	-6,040	Closed	-$247K	–	185
2023 Q2	$247K	Sell	6,040 -118	-2%	-$4.84K	0.08%	163
2023 Q1	$253K	Sell	6,158 -30	-0.5%	-$1.18K	0.1%	153
2022 Q4	$216K	Sell	6,188 -576	-9%	-$20K	0.08%	162
2022 Q3	$210K	Sell	6,764 -248	-4%	-$8.36K	0.1%	146
2022 Q2	$230K	Sell	7,012 -214	-3%	-$7.67K	0.1%	143
2022 Q1	$266K	Sell	7,226 -98	-1%	-$3.71K	0.11%	141
2021 Q4	$294K	Hold	7,324	–	–	0.12%	129
2021 Q3	$279K	Sell	7,324 -72	-1%	-$2.82K	0.13%	124
2021 Q2	$282K	Sell	7,396 -2,580	-26%	-$97.3K	0.13%	118
2021 Q1	$363K	Sell	9,976 -596	-6%	-$20.5K	0.21%	86
2020 Q4	$350K	Buy	+10,572	New	+$339K	0.24%	76

Other funds holding HEDJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Southland Equity Partners's HEDJ Position: Q3 2023 in Review

Southland Equity Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2023, closing a stake of 6,040 shares — an estimated $247K sold.

Southland Equity Partners first reported a position in HEDJ in Q4 2020 and held it in 11 quarters. The position peaked at $363K in Q1 2021. 184 funds tracked by Wall St. Rank hold HEDJ as of Q3 2023.

Southland Equity Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
Southland Equity Partners sold 6,040 WisdomTree Europe Hedged Equity Fund shares in Q3 2023, an estimated $247K.
Southland Equity Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and held it in 11 quarters.
Southland Equity Partners's WisdomTree Europe Hedged Equity Fund position peaked at $363K in Q1 2021.
184 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2023.

Based on Southland Equity Partners's 13F filing for Q3 2023, filed 2 Jan 2024.