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WIA
Wealthstreet Investment Advisors’s
WisdomTree Europe Hedged Equity Fund
HEDJ
Stock Holding History
Wealthstreet Investment Advisors’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
Q2
–
Sell
-8,710
Closed
-$317K
–
190
2021
Q1
$317K
Sell
8,710
-2,000
-19%
-$68.9K
0.03%
308
2020
Q4
$355K
Sell
10,710
-5,372
-33%
-$172K
0.04%
279
2020
Q3
$497K
Sell
16,082
-7,782
-33%
-$242K
0.06%
223
2020
Q2
$724K
Sell
23,864
-13,298
-36%
-$378K
0.09%
173
2020
Q1
$952K
Sell
37,162
-27,018
-42%
-$862K
0.14%
131
2019
Q4
$2.27M
Buy
64,180
+200
+0.3%
+$6.89K
0.26%
91
2019
Q3
$2.19M
Sell
63,980
-200
-0.3%
-$6.58K
0.28%
84
2019
Q2
$2.12M
Hold
64,180
–
–
0.27%
89
2019
Q1
$2.05M
Sell
64,180
-800
-1%
-$24.5K
0.27%
90
2018
Q4
$1.94M
Sell
64,980
-18,300
-22%
-$542K
0.27%
89
2018
Q3
$2.63M
Sell
83,280
-1,600
-2%
-$51.3K
0.32%
73
2018
Q2
$2.68M
Sell
84,880
-1,900
-2%
-$61.9K
0.35%
74
2018
Q1
$2.72M
Buy
86,780
+5,800
+7%
+$185K
0.34%
73
2017
Q4
$2.58M
Buy
+80,980
New
+$2.63M
0.31%
80
Other funds holding HEDJ
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
PC
Permanens Capital
New York
$776M AUM
30.08%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AS
Altshuler Shaham
Tel Aviv, Israel
$5.43B AUM
44.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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