Wealthgate Family Office’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Wealthgate Family Office’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	–	Sell	-6,614	Closed	-$272K	–	20
2023 Q1	$272K	Hold	6,614	–	–	0.78%	19
2022 Q4	$231K	Hold	6,614	–	–	0.63%	19
2022 Q3	$206K	Hold	6,614	–	–	0.55%	19
2022 Q2	$217K	Sell	6,614 -52,624	-89%	-$1.89M	0.54%	20
2022 Q1	$2.18M	Buy	59,238 +30	+0.1%	+$1.14K	4.37%	6
2021 Q4	$2.37M	Buy	59,208 +148	+0.3%	+$5.83K	3.7%	7
2021 Q3	$2.25M	Buy	59,060 +46	+0.1%	+$1.8K	3.45%	6
2021 Q2	$2.25M	Sell	59,014 -52,554	-47%	-$1.98M	4.44%	5
2021 Q1	$4.06M	Buy	111,568 +28	+0%	+$964	5.52%	4
2020 Q4	$3.7M	Buy	+111,540	New	+$3.58M	5.53%	5

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthgate Family Office's HEDJ Position: Q2 2023 in Review

Wealthgate Family Office sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2023, closing a stake of 6,614 shares — an estimated $272K sold.

Wealthgate Family Office first reported a position in HEDJ in Q4 2020 and held it in 10 quarters. The position peaked at $4.06M in Q1 2021. 180 funds tracked by Wall St. Rank hold HEDJ as of Q2 2023.

Wealthgate Family Office reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2023 after selling out during the quarter.
Wealthgate Family Office sold 6,614 WisdomTree Europe Hedged Equity Fund shares in Q2 2023, an estimated $272K.
Wealthgate Family Office first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and held it in 10 quarters.
Wealthgate Family Office's WisdomTree Europe Hedged Equity Fund position peaked at $4.06M in Q1 2021.
180 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2023.

Based on Wealthgate Family Office's 13F filing for Q2 2023, filed 8 Aug 2023.