Breiter Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Breiter Capital 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	-9,134	Closed	-$322K	–	111
2019 Q4	$322K	Sell	9,134 -956	-9%	-$33K	0.35%	69
2019 Q3	$339K	Buy	+10,090	New	+$332K	0.45%	63

Other funds holding HEDJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

PVH

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

Breiter Capital Management's HEDJ Position: Q1 2020 in Review

Breiter Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 9,134 shares — an estimated $322K sold.

Breiter Capital Management first reported a position in HEDJ in Q3 2019 and held it in 2 quarters. The position peaked at $339K in Q3 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Breiter Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Breiter Capital Management sold 9,134 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $322K.
Breiter Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2019 and held it in 2 quarters.
Breiter Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $339K in Q3 2019.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Breiter Capital Management's 13F filing for Q1 2020, filed 15 Apr 2020.