Blue Bell Private Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-400	Closed	-$14K	–	204
2019 Q4	$14K	Hold	400	–	–	0.01%	143
2019 Q3	$13K	Hold	400	–	–	0.01%	142
2019 Q2	$13K	Hold	400	–	–	0.01%	140
2019 Q1	$13K	Hold	400	–	–	0.01%	143
2018 Q4	$11K	Hold	400	–	–	0.01%	157
2018 Q3	$13K	Hold	400	–	–	0.01%	155
2018 Q2	$13K	Hold	400	–	–	0.01%	155
2018 Q1	$12K	Hold	400	–	–	0.01%	169
2017 Q4	$12K	Hold	400	–	–	0.01%	174
2017 Q3	$13K	Hold	400	–	–	0.01%	169
2017 Q2	$12K	Hold	400	–	–	0.01%	181
2017 Q1	$13K	Hold	400	–	–	0.01%	176
2016 Q4	$12K	Sell	400 -600	-60%	-$16.4K	0.01%	185
2016 Q3	$27K	Buy	1,000 +200	+25%	+$5.29K	0.02%	261
2016 Q2	$21K	Hold	800	–	–	0.01%	287
2016 Q1	$21K	Hold	800	–	–	0.01%	289
2015 Q4	$22K	Hold	800	–	–	0.01%	290
2015 Q3	$22K	Hold	800	–	–	0.02%	297
2015 Q2	$25K	Sell	800 -400	-33%	-$13.1K	0.02%	289
2015 Q1	$39K	Hold	1,200	–	–	0.02%	243
2014 Q4	$33K	Hold	1,200	–	–	0.02%	269
2014 Q3	$35K	Buy	1,200 +800	+200%	+$23K	0.02%	274
2014 Q2	$12K	Buy	+400	New	+$11.6K	0.01%	346

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

PVH

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Blue Bell Private Wealth Management's HEDJ Position: Q1 2020 in Review

Blue Bell Private Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 400 shares — an estimated $14K sold.

Blue Bell Private Wealth Management first reported a position in HEDJ in Q2 2014 and held it in 23 quarters. The position peaked at $39K in Q1 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Blue Bell Private Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 400 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $14K.
Blue Bell Private Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 23 quarters.
Blue Bell Private Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $39K in Q1 2015.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.