STA
HEDJ icon

Summit Trail Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Summit Trail 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
2018
Q3 		– Sell
-30
Closed -$1K – 354
2018
Q2 		$1K Buy
+30
New +$978 ﹤0.01% 474
2018
Q1 		– Sell
-30
Closed -$1K – 950
2017
Q4 		$1K Buy
+30
New +$975 ﹤0.01% 1801

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Summit Trail Advisors's HEDJ Position: Q3 2018 in Review

Summit Trail Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 30 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in HEDJ in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

  • Summit Trail Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 30 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $1K in Q2 2018.
  • 275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.