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

Transamerica Financial 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
2022
Q3 		– Sell
-2
Closed -$1K – 665
2022
Q2 		$1K Buy
+2
New +$72 ﹤0.01% 502
2020
Q3 		– Sell
-30
Closed -$1K – 305
2020
Q2 		$1K Buy
+30
New +$854 ﹤0.01% 399
2019
Q3 		– Sell
-60
Closed -$2K – 268
2019
Q2 		$2K Buy
+60
New +$1.97K ﹤0.01% 390
2019
Q1 		– Sell
-68
Closed -$2K – 238
2018
Q4 		$2K Sell
68
-12
-15% -$356 ﹤0.01% 364
2018
Q3 		$3K Sell
80
-6,816
-99% -$219K ﹤0.01% 351
2018
Q2 		$218K Buy
6,896
+6,806
+7,562% +$222K 0.05% 181
2018
Q1 		$3K Sell
90
-4
-4% -$128 ﹤0.01% 307
2017
Q4 		$3K Sell
94
-2
-2% -$65 ﹤0.01% 296
2017
Q3 		$4K Sell
96
-12,400
-99% -$389K ﹤0.01% 289
2017
Q2 		$390K Buy
12,496
+472
+4% +$15.3K 0.05% 193
2017
Q1 		$378K Sell
12,024
-184
-2% -$5.48K 0.05% 195
2016
Q4 		$351K Sell
12,208
-398
-3% -$10.9K 0.04% 194
2016
Q3 		$339K Sell
12,606
-420
-3% -$11.1K 0.04% 213
2016
Q2 		$330K Sell
13,026
-760
-6% -$19.7K 0.03% 208
2016
Q1 		$358K Sell
13,786
-608
-4% -$15.4K 0.03% 252
2015
Q4 		$388K Sell
14,394
-2,070
-13% -$61.1K 0.03% 262
2015
Q3 		$450K Sell
16,464
-246
-1% -$7.4K 0.04% 210
2015
Q2 		$515K Sell
16,710
-54,074
-76% -$1.77M 0.04% 219
2015
Q1 		$2.34M Buy
70,784
+70,692
+76,839% +$2.19M 0.16% 116
2014
Q4 		$3K Buy
+92
New +$2.6K ﹤0.01% 587
2013
Q4 		– Sell
-12,802
Closed -$341K – 621
2013
Q3 		$341K Buy
12,802
+508
+4% +$13.1K 0.04% 177
2013
Q2 		$296K Buy
+12,294
New +$310K 0.05% 166

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Transamerica Financial Advisors's HEDJ Position: Q3 2022 in Review

Transamerica Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in HEDJ in Q2 2013 and held it in 22 quarters. The position peaked at $2.34M in Q1 2015. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

  • Transamerica Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2022 after selling out during the quarter.
  • Transamerica Financial Advisors sold 2 WisdomTree Europe Hedged Equity Fund shares in Q3 2022, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 22 quarters.
  • Transamerica Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $2.34M in Q1 2015.
  • 169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on Transamerica Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.