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Bank Hapoalim BM’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bank Hapoalim BM’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
Q3 		– Sell
-6,926
Closed -$210K – 184
2020
Q2 		$210K Buy
+6,926
New +$197K 0.05% 171
2020
Q1 		– Sell
-8,716
Closed -$308K – 166
2019
Q4 		$308K Sell
8,716
-90
-1% -$3.1K 0.07% 141
2019
Q3 		$293K Sell
8,806
-6,206
-41% -$204K 0.07% 134
2019
Q2 		$497K Sell
15,012
-44
-0.3% -$1.45K 0.12% 108
2019
Q1 		$481K Sell
15,056
-22,880
-60% -$701K 0.12% 104
2018
Q4 		$1.07M Sell
37,936
-21,976
-37% -$651K 0.34% 60
2018
Q3 		$1.89M Sell
59,912
-6,926
-10% -$222K 0.46% 52
2018
Q2 		$2.11M Sell
66,838
-7,252
-10% -$236K 0.58% 41
2018
Q1 		$2.32M Sell
74,090
-41,742
-36% -$1.33M 0.6% 42
2017
Q4 		$3.69M Sell
115,832
-13,860
-11% -$450K 0.81% 27
2017
Q3 		$4.2M Sell
129,692
-3,490
-3% -$109K 0.95% 25
2017
Q2 		$4.15M Sell
133,182
-6,730
-5% -$218K 0.99% 24
2017
Q1 		$4.39M Sell
139,912
-42,468
-23% -$1.26M 1.03% 27
2016
Q4 		$5.23M Sell
182,380
-140
-0.1% -$3.83K 1.4% 21
2016
Q3 		$4.9M Sell
182,520
-38,200
-17% -$1.01M 1.16% 19
2016
Q2 		$5.58M Sell
220,720
-49,188
-18% -$1.28M 1.3% 20
2016
Q1 		$7.01M Buy
269,908
+17,790
+7% +$450K 1.66% 18
2015
Q4 		$6.78M Buy
252,118
+31,482
+14% +$929K 1.54% 18
2015
Q3 		$6.05M Buy
220,636
+6,256
+3% +$188K 1.41% 26
2015
Q2 		$6.6M Buy
214,380
+37,956
+22% +$1.24M 1.29% 22
2015
Q1 		$5.83M Buy
176,424
+100,776
+133% +$3.12M 1.07% 26
2014
Q4 		$2.1M Buy
75,648
+29,574
+64% +$837K 0.45% 51
2014
Q3 		$1.33M Buy
46,074
+24,510
+114% +$705K 0.31% 62
2014
Q2 		$630K Buy
21,564
+6,564
+44% +$191K 0.15% 86
2014
Q1 		$424K Buy
+15,000
New +$414K 0.12% 98

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Bank Hapoalim BM's HEDJ Position: Q3 2020 in Review

Bank Hapoalim BM sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 6,926 shares — an estimated $210K sold.

Bank Hapoalim BM first reported a position in HEDJ in Q1 2014 and held it in 25 quarters. The position peaked at $7.01M in Q1 2016. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

  • Bank Hapoalim BM reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Bank Hapoalim BM sold 6,926 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $210K.
  • Bank Hapoalim BM first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2014 and held it in 25 quarters.
  • Bank Hapoalim BM's WisdomTree Europe Hedged Equity Fund position peaked at $7.01M in Q1 2016.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on Bank Hapoalim BM's 13F filing for Q3 2020, filed 12 Nov 2020.