22CM
HEDJ icon

20/20 Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

20/20 Capital Management’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 		$603K Sell
15,806
-1,426
-8% -$53.8K 0.16% 94
2021
Q1 		$627K Sell
17,232
-9,644
-36% -$332K 0.18% 82
2020
Q4 		$917K Sell
26,876
-82,858
-76% -$2.66M 0.27% 72
2020
Q3 		$3.39M Sell
109,734
-10,038
-8% -$313K 1.27% 19
2020
Q2 		$3.66M Sell
119,772
-75,790
-39% -$2.16M 1.41% 18
2020
Q1 		$5.38M Buy
195,562
+13,074
+7% +$417K 2.42% 12
2019
Q4 		$6.5M Buy
+182,488
New +$6.29M 2.62% 11

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return