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 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

20/20 Capital Management's HEDJ Position: Q2 2021 in Review

20/20 Capital Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 8.3% in Q2 2021, selling an estimated $53.8K and leaving 15,806 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #94.

20/20 Capital Management first reported a position in HEDJ in Q4 2019 and has held it in 7 quarters since. The position peaked at $6.5M in Q4 2019. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

20/20 Capital Management held 15,806 shares of WisdomTree Europe Hedged Equity Fund worth $603K as of Q2 2021.
20/20 Capital Management sold 1,426 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $53.8K.
WisdomTree Europe Hedged Equity Fund made up 0.16% of 20/20 Capital Management's portfolio in Q2 2021, its #94 holding.
20/20 Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $6.5M in Q4 2019.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.