Bay Harbor Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bay Harbor Wealth 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
2020 Q3	–	Sell	-88	Closed	-$3K	–	391
2020 Q2	$3K	Sell	88 -9,112	-99%	-$259K	﹤0.01%	266
2020 Q1	$236K	Sell	9,200 -406	-4%	-$13K	0.14%	78
2019 Q4	$339K	Sell	9,606 -84	-0.9%	-$2.9K	0.18%	72
2019 Q3	$326K	Sell	9,690 -358	-4%	-$11.8K	0.19%	67
2019 Q2	$332K	Sell	10,048 -1,612	-14%	-$52.9K	0.21%	70
2019 Q1	$373K	Buy	11,660 +288	+3%	+$8.82K	0.25%	65
2018 Q4	$321K	Buy	+11,372	New	+$337K	0.26%	67

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bay Harbor Wealth Management's HEDJ Position: Q3 2020 in Review

Bay Harbor Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 88 shares — an estimated $3K sold.

Bay Harbor Wealth Management first reported a position in HEDJ in Q4 2018 and held it in 7 quarters. The position peaked at $373K in Q1 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

Bay Harbor Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 88 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $3K.
Bay Harbor Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 7 quarters.
Bay Harbor Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $373K in Q1 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.