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

Tiedemann 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
2021
Q3 		– Sell
-5,618
Closed -$215K – 324
2021
Q2 		$215K Hold
5,618
– – 0.01% 338
2021
Q1 		$204K Buy
+5,618
New +$193K 0.01% 313

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's HEDJ Position: Q3 2021 in Review

Tiedemann Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2021, closing a stake of 5,618 shares — an estimated $215K sold.

Tiedemann Advisors first reported a position in HEDJ in Q1 2021 and held it in 2 quarters. The position peaked at $215K in Q2 2021. 191 funds tracked by Wall St. Rank hold HEDJ as of Q3 2021.

  • Tiedemann Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 5,618 WisdomTree Europe Hedged Equity Fund shares in Q3 2021, an estimated $215K.
  • Tiedemann Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2021 and held it in 2 quarters.
  • Tiedemann Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $215K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.