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Sterling Manor Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sterling Manor Financial’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
Q3 		– Sell
-225,461
Closed -$10.2M – 30
2024
Q2 		$10.2M Buy
225,461
+7,577
+3% +$358K 7.76% 5
2024
Q1 		$10.5M Buy
+217,884
New +$9.8M 7.9% 5

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sterling Manor Financial's HEDJ Position: Q3 2024 in Review

Sterling Manor Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 225,461 shares — an estimated $10.2M sold.

Sterling Manor Financial first reported a position in HEDJ in Q1 2024 and held it in 2 quarters. The position peaked at $10.5M in Q1 2024. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

  • Sterling Manor Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Sterling Manor Financial sold 225,461 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $10.2M.
  • Sterling Manor Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2024 and held it in 2 quarters.
  • Sterling Manor Financial's WisdomTree Europe Hedged Equity Fund position peaked at $10.5M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Sterling Manor Financial's 13F filing for Q3 2024, filed 24 Oct 2024.