WealthPLAN Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-80	Closed	-$3.27K	–	647
2023 Q2	$3.27K	Hold	80	–	–	﹤0.01%	981
2023 Q1	$3.29K	Buy	+80	New	+$3.14K	﹤0.01%	1053
2016 Q3	$19.3K	Sell	714 -1,172	-62%	-$31K	0.01%	493
2016 Q2	$12.7K	Buy	+1,886	New	+$49K	﹤0.01%	1639
2015 Q4	$17.9K	Buy	+3,040	New	+$89.7K	﹤0.01%	961
2015 Q2	$50K	Buy	1,620 +1,164	+255%	+$38K	0.02%	170
2015 Q1	$15K	Buy	+456	New	+$14.1K	0.01%	344

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WealthPLAN Partners's HEDJ Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2023, closing a stake of 80 shares — an estimated $3.27K sold.

WealthPLAN Partners first reported a position in HEDJ in Q1 2015 and held it in 7 quarters. The position peaked at $50K in Q2 2015. 184 funds tracked by Wall St. Rank hold HEDJ as of Q3 2023.

WealthPLAN Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 80 WisdomTree Europe Hedged Equity Fund shares in Q3 2023, an estimated $3.27K.
WealthPLAN Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's WisdomTree Europe Hedged Equity Fund position peaked at $50K in Q2 2015.
184 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.