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 $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Wealthstreet Investment Advisors's HEDJ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 8,710 shares — an estimated $317K sold.

Wealthstreet Investment Advisors first reported a position in HEDJ in Q4 2017 and held it in 14 quarters. The position peaked at $2.72M in Q1 2018. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 8,710 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $317K.
Wealthstreet Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $2.72M in Q1 2018.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.