TS Financial Group (TSFG)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

TS Financial Group (TSFG)’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
2023 Q4	–	Sell	-320	Closed	-$13K	–	952
2023 Q3	$13K	Hold	320	–	–	﹤0.01%	483
2023 Q2	$13K	Hold	320	–	–	﹤0.01%	486
2023 Q1	$13K	Hold	320	–	–	﹤0.01%	479
2022 Q4	$11K	Hold	320	–	–	﹤0.01%	512
2022 Q3	$10K	Hold	320	–	–	﹤0.01%	508
2022 Q2	$10K	Sell	320 -116	-27%	-$4.16K	﹤0.01%	526
2022 Q1	$16K	Hold	436	–	–	0.01%	456
2021 Q4	$17K	Hold	436	–	–	0.01%	458
2021 Q3	$17K	Sell	436 -294	-40%	-$11.5K	0.01%	455
2021 Q2	$28K	Sell	730 -168	-19%	-$6.33K	0.01%	384
2021 Q1	$33K	Hold	898	–	–	0.02%	309
2020 Q4	$30K	Sell	898 -34	-4%	-$1.09K	0.02%	313
2020 Q3	$29K	Hold	932	–	–	0.02%	286
2020 Q2	$28K	Hold	932	–	–	0.02%	282
2020 Q1	$24K	Sell	932 -126	-12%	-$4.02K	0.02%	271
2019 Q4	$37K	Sell	1,058 -336	-24%	-$11.6K	0.03%	265
2019 Q3	$47K	Hold	1,394	–	–	0.04%	227
2019 Q2	$46K	Hold	1,394	–	–	0.04%	225
2019 Q1	$45K	Buy	+1,394	New	+$42.7K	0.04%	218

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TS Financial Group (TSFG)'s HEDJ Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2023, closing a stake of 320 shares — an estimated $13K sold.

TS Financial Group (TSFG) first reported a position in HEDJ in Q1 2019 and held it in 19 quarters. The position peaked at $47K in Q3 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q4 2023.

TS Financial Group (TSFG) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 320 WisdomTree Europe Hedged Equity Fund shares in Q4 2023, an estimated $13K.
TS Financial Group (TSFG) first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and held it in 19 quarters.
TS Financial Group (TSFG)'s WisdomTree Europe Hedged Equity Fund position peaked at $47K in Q3 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.