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Wealthspire Advisors (New York)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-5,136
Closed -$145K – 364
2018
Q4 		$145K Buy
+5,136
New +$152K 0.01% 84

Other funds holding HEDJ

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Wealthspire Advisors (New York)'s HEDJ Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 5,136 shares — an estimated $145K sold.

Wealthspire Advisors (New York) first reported a position in HEDJ in Q4 2018 and held it in 1 quarter. The position peaked at $145K in Q4 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,136 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $145K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree Europe Hedged Equity Fund position peaked at $145K in Q4 2018.
  • 260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.