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Bank of Stockton’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bank of Stockton’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
Q1 		– Sell
-13,122
Closed -$434K – 119
2020
Q4 		$434K Sell
13,122
-8,970
-41% -$288K 0.17% 85
2020
Q3 		$681K Sell
22,092
-147,166
-87% -$4.58M 0.28% 60
2020
Q2 		$5.14M Sell
169,258
-13,260
-7% -$377K 2.23% 8
2020
Q1 		$4.67M Buy
182,518
+442
+0.2% +$14.1K 2.56% 9
2019
Q4 		$6.43M Buy
182,076
+43,518
+31% +$1.5M 2.72% 9
2019
Q3 		$4.66M Buy
138,558
+14,762
+12% +$486K 2.04% 11
2019
Q2 		$4.09M Buy
123,796
+7,866
+7% +$258K 2.08% 11
2019
Q1 		$3.7M Buy
115,930
+7,052
+6% +$216K 1.91% 11
2018
Q4 		$3.07M Sell
108,878
-15,346
-12% -$455K 1.86% 10
2018
Q3 		$3.93M Buy
124,224
+11,020
+10% +$353K 1.99% 8
2018
Q2 		$3.57M Buy
113,204
+1,130
+1% +$36.8K 1.94% 9
2018
Q1 		$3.51M Sell
112,074
-5,550
-5% -$177K 1.47% 13
2017
Q4 		$3.75M Buy
117,624
+1,980
+2% +$64.3K 1.54% 12
2017
Q3 		$3.74M Sell
115,644
-8,160
-7% -$256K 1.71% 12
2017
Q2 		$3.86M Buy
123,804
+35,438
+40% +$1.15M 1.75% 10
2017
Q1 		$2.77M Buy
88,366
+25,400
+40% +$756K 1.27% 13
2016
Q4 		$1.81M Sell
62,966
-1,560
-2% -$42.7K 0.86% 18
2016
Q3 		$1.73M Sell
64,526
-9,928
-13% -$262K 0.86% 18
2016
Q2 		$1.88M Sell
74,454
-3,226
-4% -$83.8K 1% 15
2016
Q1 		$2.02M Sell
77,680
-27,240
-26% -$690K 1.1% 13
2015
Q4 		$2.82M Buy
104,920
+9,010
+9% +$266K 1.62% 8
2015
Q3 		$2.62M Buy
95,910
+5,010
+6% +$151K 1.6% 8
2015
Q2 		$2.8M Buy
90,900
+44,360
+95% +$1.45M 1.56% 8
2015
Q1 		$1.54M Buy
+46,540
New +$1.44M 0.84% 20

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
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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Bank of Stockton's HEDJ Position: Q1 2021 in Review

Bank of Stockton sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 13,122 shares — an estimated $434K sold.

Bank of Stockton first reported a position in HEDJ in Q1 2015 and held it in 24 quarters. The position peaked at $6.43M in Q4 2019. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

  • Bank of Stockton reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Bank of Stockton sold 13,122 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $434K.
  • Bank of Stockton first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 24 quarters.
  • Bank of Stockton's WisdomTree Europe Hedged Equity Fund position peaked at $6.43M in Q4 2019.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Bank of Stockton's 13F filing for Q1 2021, filed 26 Apr 2021.