Aspire Private Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Aspire Private Capital’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 Q2	–	Sell	-21,658	Closed	-$555K	–	310
2020 Q1	$555K	Buy	21,658 +548	+3%	+$17.5K	0.3%	53
2019 Q4	$745K	Buy	21,110 +784	+4%	+$27K	0.32%	61
2019 Q3	$684K	Buy	20,326 +2	+0%	+$66	0.33%	58
2019 Q2	$672K	Sell	20,324 -154	-0.8%	-$5.06K	0.32%	66
2019 Q1	$654K	Sell	20,478 -1,046	-5%	-$32K	0.33%	66
2018 Q4	$607K	Buy	+21,524	New	+$638K	0.35%	66

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 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

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

Aspire Private Capital's HEDJ Position: Q2 2020 in Review

Aspire Private Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 21,658 shares — an estimated $555K sold.

Aspire Private Capital first reported a position in HEDJ in Q4 2018 and held it in 6 quarters. The position peaked at $745K in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Aspire Private Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Aspire Private Capital sold 21,658 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $555K.
Aspire Private Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 6 quarters.
Aspire Private Capital's WisdomTree Europe Hedged Equity Fund position peaked at $745K in Q4 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Aspire Private Capital's 13F filing for Q2 2020, filed 13 Aug 2020.