SW
HEDJ icon

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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return