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BBPWM
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
P3I
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$1.87B AUM
30.4%
1-Year Est. Return
PVH
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$11M AUM
32.09%
1-Year Est. Return
G
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1-Year Est. Return
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$776M AUM
30.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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