BBR Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

BBR Partners’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 Q2	–	Sell	-11,440	Closed	-$416K	–	206
2021 Q1	$416K	Buy	+11,440	New	+$394K	0.03%	139
2020 Q1	–	Sell	-10,920	Closed	-$385K	–	179
2019 Q4	$385K	Hold	10,920	–	–	0.04%	126
2019 Q3	$367K	Hold	10,920	–	–	0.06%	89
2019 Q2	$361K	Hold	10,920	–	–	0.06%	85
2019 Q1	$349K	Hold	10,920	–	–	0.05%	106
2018 Q4	$308K	Hold	10,920	–	–	0.04%	116
2018 Q3	$345K	Sell	10,920 -35,010	-76%	-$1.12M	0.05%	83
2018 Q2	$1.45M	Buy	+45,930	New	+$1.5M	0.24%	38
2015 Q3	–	Sell	-9,028	Closed	-$278K	–	71
2015 Q2	$278K	Buy	+9,028	New	+$295K	0.03%	58

Other funds holding HEDJ

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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

BBR Partners's HEDJ Position: Q2 2021 in Review

BBR Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2021, closing a stake of 11,440 shares — an estimated $416K sold.

BBR Partners first reported a position in HEDJ in Q2 2015 and held it in 9 quarters. The position peaked at $1.45M in Q2 2018. 191 funds tracked by Wall St. Rank hold HEDJ as of Q2 2021.

BBR Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2021 after selling out during the quarter.
BBR Partners sold 11,440 WisdomTree Europe Hedged Equity Fund shares in Q2 2021, an estimated $416K.
BBR Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 9 quarters.
BBR Partners's WisdomTree Europe Hedged Equity Fund position peaked at $1.45M in Q2 2018.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2021.

Based on BBR Partners's 13F filing for Q2 2021, filed 13 Aug 2021.