Bartlett & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bartlett & Co’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	-928	Closed	-$31K	–	1102
2020 Q4	$31K	Buy	+928	New	+$29.8K	﹤0.01%	605
2018 Q2	–	Sell	-1,600	Closed	-$50K	–	715
2018 Q1	$50K	Buy	+1,600	New	+$51.1K	﹤0.01%	425
2016 Q3	–	Sell	-1,158	Closed	-$29K	–	707
2016 Q2	$29K	Buy	1,158 +750	+184%	+$19.5K	﹤0.01%	501
2016 Q1	$11K	Hold	408	–	–	﹤0.01%	591
2015 Q4	$11K	Hold	408	–	–	﹤0.01%	605
2015 Q3	$11K	Buy	+408	New	+$12.3K	﹤0.01%	597
2013 Q3	–	Sell	-458	Closed	-$11K	–	840
2013 Q2	$11K	Buy	+458	New	+$11.6K	﹤0.01%	586

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

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

PVH

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bartlett & Co's HEDJ Position: Q1 2021 in Review

Bartlett & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 928 shares — an estimated $31K sold.

Bartlett & Co first reported a position in HEDJ in Q2 2013 and held it in 7 quarters. The position peaked at $50K in Q1 2018. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

Bartlett & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 928 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $31K.
Bartlett & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 7 quarters.
Bartlett & Co's WisdomTree Europe Hedged Equity Fund position peaked at $50K in Q1 2018.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.