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3D Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

3D Asset 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
2020
Q1 		– Sell
-8,826
Closed -$312K – 60
2019
Q4 		$312K Sell
8,826
-64
-0.7% -$2.21K 0.07% 54
2019
Q3 		$299K Sell
8,890
-66
-0.7% -$2.17K 0.07% 54
2019
Q2 		$296K Sell
8,956
-546
-6% -$17.9K 0.07% 54
2019
Q1 		$304K Sell
9,502
-20
-0.2% -$613 0.07% 53
2018
Q4 		$269K Sell
9,522
-390
-4% -$11.6K 0.07% 53
2018
Q3 		$313K Sell
9,912
-426
-4% -$13.7K 0.07% 54
2018
Q2 		$326K Buy
10,338
+164
+2% +$5.35K 0.08% 51
2018
Q1 		$319K Sell
10,174
-358
-3% -$11.4K 0.08% 47
2017
Q4 		$336K Sell
10,532
-1,428
-12% -$46.4K 0.08% 44
2017
Q3 		$387K Sell
11,960
-1,314
-10% -$41.2K 0.09% 40
2017
Q2 		$414K Sell
13,274
-1,934
-13% -$62.6K 0.11% 42
2017
Q1 		$478K Sell
15,208
-466
-3% -$13.9K 0.12% 38
2016
Q4 		$450K Sell
15,674
-400
-2% -$10.9K 0.12% 39
2016
Q3 		$432K Sell
16,074
-8,872
-36% -$234K 0.12% 44
2016
Q2 		$630K Sell
24,946
-4,880
-16% -$127K 0.18% 37
2016
Q1 		$774K Sell
29,826
-474,514
-94% -$12M 0.22% 32
2015
Q4 		$13.6M Buy
504,340
+14,654
+3% +$432K 4.05% 12
2015
Q3 		$13.4M Buy
489,686
+75,820
+18% +$2.28M 4.06% 12
2015
Q2 		$12.7M Buy
413,866
+8,098
+2% +$265K 3.82% 13
2015
Q1 		$13.4M Buy
405,768
+40,714
+11% +$1.26M 4.05% 13
2014
Q4 		$10.2M Buy
365,054
+149,160
+69% +$4.22M 3.1% 16
2014
Q3 		$6.24M Buy
+215,894
New +$6.21M 1.9% 17

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

3D Asset Management's HEDJ Position: Q1 2020 in Review

3D Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 8,826 shares — an estimated $312K sold.

3D Asset Management first reported a position in HEDJ in Q3 2014 and held it in 22 quarters. The position peaked at $13.6M in Q4 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • 3D Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • 3D Asset Management sold 8,826 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $312K.
  • 3D Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 22 quarters.
  • 3D Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $13.6M in Q4 2015.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on 3D Asset Management's 13F filing for Q1 2020, filed 7 May 2020.