SVB Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

SVB Wealth’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 Q3	–	Sell	-810	Closed	-$30K	–	1022
2021 Q2	$30K	Buy	+810	New	+$30.5K	﹤0.01%	953
2020 Q4	–	Sell	-1,578	Closed	-$49K	–	873
2020 Q3	$49K	Hold	1,578	–	–	﹤0.01%	704
2020 Q2	$47K	Sell	1,578 -3,500	-69%	-$99.6K	﹤0.01%	597
2020 Q1	$130K	Hold	5,078	–	–	﹤0.01%	487
2019 Q4	$179K	Sell	5,078 -1,860	-27%	-$64.1K	﹤0.01%	583
2019 Q3	$233K	Buy	+6,938	New	+$228K	﹤0.01%	463

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

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

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

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

SVB Wealth's HEDJ Position: Q3 2021 in Review

SVB Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2021, closing a stake of 810 shares — an estimated $30K sold.

SVB Wealth first reported a position in HEDJ in Q3 2019 and held it in 6 quarters. The position peaked at $233K in Q3 2019. 191 funds tracked by Wall St. Rank hold HEDJ as of Q3 2021.

SVB Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2021 after selling out during the quarter.
SVB Wealth sold 810 WisdomTree Europe Hedged Equity Fund shares in Q3 2021, an estimated $30K.
SVB Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2019 and held it in 6 quarters.
SVB Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $233K in Q3 2019.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.