Barometer Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Barometer Capital 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
2019 Q4	–	Sell	-155,400	Closed	-$4.88M	–	148
2019 Q3	$4.88M	Buy	+155,400	New	+$5.11M	0.53%	58
2017 Q3	–	Sell	-60,600	Closed	-$1.89M	–	169
2017 Q2	$1.89M	Sell	60,600 -94,800	-61%	-$3.07M	0.19%	104
2017 Q1	$4.88M	Buy	155,400 +62,400	+67%	+$1.86M	0.42%	54
2016 Q4	$2.67M	Buy	+93,000	New	+$2.54M	0.3%	79
2015 Q2	–	Sell	-66,000	Closed	-$2.18M	–	172
2015 Q1	$2.18M	Buy	+66,000	New	+$2.05M	0.17%	60

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barometer Capital Management's HEDJ Position: Q4 2019 in Review

Barometer Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2019, closing a stake of 155,400 shares — an estimated $4.88M sold.

Barometer Capital Management first reported a position in HEDJ in Q1 2015 and held it in 5 quarters. The position peaked at $4.88M in Q3 2019. 285 funds tracked by Wall St. Rank hold HEDJ as of Q4 2019.

Barometer Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2019 after selling out during the quarter.
Barometer Capital Management sold 155,400 WisdomTree Europe Hedged Equity Fund shares in Q4 2019, an estimated $4.88M.
Barometer Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 5 quarters.
Barometer Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $4.88M in Q3 2019.
285 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2019.

Based on Barometer Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.