BHTS
HEDJ icon

Bar Harbor Trust Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bar Harbor Trust Services’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
-14,672
Closed -$376K – 118
2020
Q1 		$376K Sell
14,672
-38,542
-72% -$1.23M 0.27% 64
2019
Q4 		$1.88M Buy
+53,214
New +$1.83M 0.75% 30

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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bar Harbor Trust Services's HEDJ Position: Q2 2020 in Review

Bar Harbor Trust Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 14,672 shares — an estimated $376K sold.

Bar Harbor Trust Services first reported a position in HEDJ in Q4 2019 and held it in 2 quarters. The position peaked at $1.88M in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

  • Bar Harbor Trust Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Bar Harbor Trust Services sold 14,672 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $376K.
  • Bar Harbor Trust Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 2 quarters.
  • Bar Harbor Trust Services's WisdomTree Europe Hedged Equity Fund position peaked at $1.88M in Q4 2019.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Bar Harbor Trust Services's 13F filing for Q2 2020, filed 4 Aug 2020.