Sunbelt Securities’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sunbelt Securities’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	-704	Closed	-$31.8K	–	1881
2024 Q2	$31.8K	Hold	704	–	–	﹤0.01%	1011
2024 Q1	$34K	Hold	704	–	–	﹤0.01%	964
2023 Q4	$30.2K	Hold	704	–	–	﹤0.01%	920
2023 Q3	$27.8K	Hold	704	–	–	﹤0.01%	934
2023 Q2	$28.8K	Hold	704	–	–	﹤0.01%	927
2023 Q1	$28.7K	Buy	+704	New	+$27.6K	﹤0.01%	866
2018 Q4	–	Sell	-7,230	Closed	-$229K	–	226
2018 Q3	$229K	Buy	7,230 +170	+2%	+$5.45K	0.12%	196
2018 Q2	$223K	Buy	+7,060	New	+$230K	0.13%	192
2018 Q1	–	Sell	-6,684	Closed	-$213K	–	190
2017 Q4	$213K	Buy	6,684 +270	+4%	+$8.77K	0.21%	159
2017 Q3	$207K	Buy	+6,414	New	+$201K	0.22%	150

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sunbelt Securities's HEDJ Position: Q3 2024 in Review

Sunbelt Securities sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2024, closing a stake of 704 shares — an estimated $31.8K sold.

Sunbelt Securities first reported a position in HEDJ in Q3 2017 and held it in 10 quarters. The position peaked at $229K in Q3 2018. 192 funds tracked by Wall St. Rank hold HEDJ as of Q3 2024.

Sunbelt Securities reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2024 after selling out during the quarter.
Sunbelt Securities sold 704 WisdomTree Europe Hedged Equity Fund shares in Q3 2024, an estimated $31.8K.
Sunbelt Securities first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2017 and held it in 10 quarters.
Sunbelt Securities's WisdomTree Europe Hedged Equity Fund position peaked at $229K in Q3 2018.
192 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.