Thrivent Financial for Lutherans
HEDJ icon

Thrivent Financial for Lutherans’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Thrivent Financial for Lutherans’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
Q2 		– Sell
-4,267
Closed -$206K – 2549
2024
Q1 		$206K Sell
4,267
-553
-11% -$24.9K ﹤0.01% 2458
2023
Q4 		$207K Sell
4,820
-428
-8% -$17.3K ﹤0.01% 2426
2023
Q3 		$206K Sell
5,248
-748
-12% -$30.2K ﹤0.01% 2380
2023
Q2 		$242K Sell
5,996
-814
-12% -$33.4K ﹤0.01% 2367
2023
Q1 		$278K Sell
6,810
-1,736
-20% -$68.1K ﹤0.01% 2305
2022
Q4 		$304K Sell
8,546
-898
-10% -$31.2K ﹤0.01% 2256
2022
Q3 		$293K Sell
9,444
-3,888
-29% -$131K ﹤0.01% 2235
2022
Q2 		$437K Sell
13,332
-17,872
-57% -$641K ﹤0.01% 2139
2022
Q1 		$1.15M Buy
+31,204
New +$1.18M ﹤0.01% 1743
2021
Q4 		– Hold
0
– – – 1730
2021
Q3 		– Hold
0
– – – 1375
2021
Q2 		– Hold
0
– – – 1724
2021
Q1 		– Hold
0
– – – 2261
2020
Q4 		– Hold
0
– – – 2202
2020
Q3 		– Hold
0
– – – 2176
2020
Q2 		– Hold
0
– – – 1914
2020
Q1 		– Hold
0
– – – 1711
2019
Q4 		– Hold
0
– – – 1521
2019
Q2 		– Hold
0
– – – 1485
2017
Q4 		– Sell
-770
Closed -$25K – 2144
2017
Q3 		$25K Hold
770
– – ﹤0.01% 2059
2017
Q2 		$24K Sell
770
-3,458
-82% -$112K ﹤0.01% 1942
2017
Q1 		$123K Hold
4,228
– – ﹤0.01% 1859
2016
Q4 		$123K Sell
4,228
-169,764
-98% -$4.64M ﹤0.01% 1851
2016
Q3 		$4.67M Sell
173,992
-3,413,762
-95% -$90.2M 0.02% 603
2016
Q2 		$90.5M Buy
3,587,754
+85,138
+2% +$2.21M 0.43% 52
2016
Q1 		$90.6M Buy
3,502,616
+380,464
+12% +$9.63M 0.44% 47
2015
Q4 		$84M Buy
3,122,152
+186,648
+6% +$5.51M 0.4% 54
2015
Q3 		$21.9M Buy
2,935,504
+284,826
+11% +$8.57M 0.12% 185
2015
Q2 		$81.1M Sell
2,650,678
-15,182
-0.6% -$496K 0.45% 53
2015
Q1 		$88.5M Buy
2,665,860
+148,660
+6% +$4.61M 0.49% 51
2014
Q4 		$70M Buy
+2,517,200
New +$71.2M 0.39% 67

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Thrivent Financial for Lutherans's HEDJ Position: Q2 2024 in Review

Thrivent Financial for Lutherans sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 4,267 shares — an estimated $206K sold.

Thrivent Financial for Lutherans first reported a position in HEDJ in Q4 2014 and held it in 21 quarters. The position peaked at $90.6M in Q1 2016. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

  • Thrivent Financial for Lutherans reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 4,267 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $206K.
  • Thrivent Financial for Lutherans first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 21 quarters.
  • Thrivent Financial for Lutherans's WisdomTree Europe Hedged Equity Fund position peaked at $90.6M in Q1 2016.
  • 198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2024, filed 13 Aug 2024.