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Valley Financial Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Valley Financial Management’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
Q2 		$10.9M Buy
266,858
+51,738
+24% +$2.12M 5.65% 4
2023
Q1 		$8.84M Buy
+215,120
New +$8.44M 5.47% 5

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valley Financial Management's HEDJ Position: Q2 2023 in Review

Valley Financial Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 24% in Q2 2023, buying an estimated $2.12M and bringing the position to 266,858 shares worth $10.9M. The position accounts for 5.65% of the portfolio, ranked #4.

Valley Financial Management first reported a position in HEDJ in Q1 2023 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

  • Valley Financial Management held 266,858 shares of WisdomTree Europe Hedged Equity Fund worth $10.9M as of Q2 2023.
  • Valley Financial Management bought 51,738 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $2.12M.
  • WisdomTree Europe Hedged Equity Fund made up 5.65% of Valley Financial Management's portfolio in Q2 2023, its #4 holding.
  • Valley Financial Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.