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

Valeo 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
2021 Q2	–	Sell	-772	Closed	-$28K	–	1066
2021 Q1	$28K	Hold	772	–	–	﹤0.01%	1054
2020 Q4	$26K	Hold	772	–	–	﹤0.01%	959
2020 Q3	$24K	Buy	772 +200	+35%	+$6.23K	﹤0.01%	876
2020 Q2	$17K	Sell	572 -150	-21%	-$4.27K	﹤0.01%	1112
2020 Q1	$20K	Buy	722 +150	+26%	+$4.79K	﹤0.01%	897
2019 Q4	$20K	Hold	572	–	–	﹤0.01%	923
2019 Q3	$19K	Sell	572 -176	-24%	-$5.79K	﹤0.01%	859
2019 Q2	$25K	Buy	748 +176	+31%	+$5.78K	﹤0.01%	782
2019 Q1	$18K	Hold	572	–	–	﹤0.01%	819
2018 Q4	$16K	Sell	572 -138	-19%	-$4.09K	﹤0.01%	771
2018 Q3	$21K	Sell	710 -262	-27%	-$8.4K	﹤0.01%	757
2018 Q2	$31K	Hold	972	–	–	﹤0.01%	645
2018 Q1	$30K	Buy	972 +768	+376%	+$24.5K	﹤0.01%	607
2017 Q4	$6K	Buy	+204	New	+$6.63K	﹤0.01%	964

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Valeo Financial Advisors's HEDJ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 772 shares — an estimated $28K sold.

Valeo Financial Advisors first reported a position in HEDJ in Q4 2017 and held it in 14 quarters. The position peaked at $31K in Q2 2018. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 772 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $28K.
Valeo Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $31K in Q2 2018.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.