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Vicus Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Vicus Capital’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
Q4 		– Sell
-13,232
Closed -$503K – 233
2021
Q3 		$503K Buy
13,232
+3,846
+41% +$151K 0.08% 97
2021
Q2 		$358K Buy
+9,386
New +$354K 0.06% 116
2019
Q4 		– Sell
-66,186
Closed -$2.23M – 214
2019
Q3 		$2.23M Buy
66,186
+10,548
+19% +$347K 0.31% 61
2019
Q2 		$1.84M Sell
55,638
-2,064
-4% -$67.8K 0.26% 66
2019
Q1 		$1.84M Sell
57,702
-1,570
-3% -$48.1K 0.29% 61
2018
Q4 		$1.67M Sell
59,272
-354
-0.6% -$10.5K 0.3% 64
2018
Q3 		$1.89M Buy
59,626
+27,142
+84% +$870K 0.3% 56
2018
Q2 		$1.03M Buy
32,484
+7,506
+30% +$245K 0.17% 87
2018
Q1 		$783K Buy
24,978
+11,486
+85% +$367K 0.14% 117
2017
Q4 		$430K Sell
13,492
-638
-5% -$20.7K 0.08% 160
2017
Q3 		$457K Sell
14,130
-1,406
-9% -$44.1K 0.09% 154
2017
Q2 		$484K Sell
15,536
-1,486
-9% -$48.1K 0.1% 144
2017
Q1 		$535K Sell
17,022
-5,392
-24% -$160K 0.12% 141
2016
Q4 		$643K Sell
22,414
-29,000
-56% -$793K 0.14% 123
2016
Q3 		$1.38M Sell
51,414
-69,688
-58% -$1.84M 0.31% 84
2016
Q2 		$3.06M Sell
121,102
-6,424
-5% -$167K 0.74% 30
2016
Q1 		$3.31M Sell
127,526
-6,096
-5% -$154K 0.75% 28
2015
Q4 		$3.6M Buy
133,622
+37,684
+39% +$1.11M 0.91% 35
2015
Q3 		$3.81M Buy
95,938
+3,542
+4% +$107K 1.01% 34
2015
Q2 		$2.85M Buy
92,396
+19,378
+27% +$633K 0.74% 42
2015
Q1 		$2.42M Buy
73,018
+12,728
+21% +$395K 0.47% 44
2014
Q4 		$1.68M Buy
60,290
+17,228
+40% +$487K 0.49% 52
2014
Q3 		$1.24M Buy
43,062
+2,670
+7% +$76.8K 0.41% 47
2014
Q2 		$1.18M Buy
40,392
+4,222
+12% +$123K 0.38% 53
2014
Q1 		$1.02M Buy
36,170
+2,102
+6% +$58.1K 0.35% 59
2013
Q4 		$957K Buy
34,068
+8,784
+35% +$239K 0.36% 52
2013
Q3 		$672K Sell
25,284
-1,892
-7% -$48.7K 0.29% 52
2013
Q2 		$653K Buy
+27,176
New +$686K 0.3% 46

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vicus Capital's HEDJ Position: Q4 2021 in Review

Vicus Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2021, closing a stake of 13,232 shares — an estimated $503K sold.

Vicus Capital first reported a position in HEDJ in Q2 2013 and held it in 28 quarters. The position peaked at $3.81M in Q3 2015. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

  • Vicus Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Vicus Capital sold 13,232 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $503K.
  • Vicus Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 28 quarters.
  • Vicus Capital's WisdomTree Europe Hedged Equity Fund position peaked at $3.81M in Q3 2015.
  • 203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Vicus Capital's 13F filing for Q4 2021, filed 10 Feb 2022.