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

BTR 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
2022 Q3	$1.09M	Hold	35,110	–	–	0.17%	71
2022 Q2	$1.15M	Sell	35,110 -870	-2%	-$31.2K	0.17%	73
2022 Q1	$1.32M	Sell	35,980 -6,900	-16%	-$261K	0.16%	71
2021 Q4	$1.72M	Sell	42,880 -71,272	-62%	-$2.81M	0.19%	67
2021 Q3	$4.34M	Buy	114,152 +900	+0.8%	+$35.3K	0.54%	46
2021 Q2	$4.32M	Sell	113,252 -1,800	-2%	-$67.9K	0.54%	47
2021 Q1	$4.19M	Buy	115,052 +12,300	+12%	+$424K	0.61%	43
2020 Q4	$3.41M	Buy	102,752 +200	+0.2%	+$6.42K	0.53%	44
2020 Q3	$3.17M	Buy	102,552 +19,794	+24%	+$617K	0.56%	43
2020 Q2	$2.51M	Sell	82,758 -350	-0.4%	-$9.96K	0.47%	45
2020 Q1	$2.13M	Sell	83,108 -1,280	-2%	-$40.8K	0.47%	45
2019 Q4	$2.98M	Sell	84,388 -2,300	-3%	-$79.3K	0.51%	46
2019 Q3	$2.92M	Buy	86,688 +1,260	+1%	+$41.5K	0.55%	45
2019 Q2	$2.83M	Sell	85,428 -4,140	-5%	-$136K	0.53%	48
2019 Q1	$2.86M	Sell	89,568 -1,250	-1%	-$38.3K	0.55%	48
2018 Q4	$2.56M	Sell	90,818 -35,960	-28%	-$1.07M	0.54%	46
2018 Q3	$4.01M	Sell	126,778 -826	-0.6%	-$26.5K	0.7%	42
2018 Q2	$4.03M	Buy	127,604 +2,750	+2%	+$89.7K	0.78%	42
2018 Q1	$3.92M	Buy	+124,854	New	+$3.99M	0.78%	41

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

BTR Capital Management's HEDJ Position: Q3 2022 in Review

BTR Capital Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q3 2022 at 35,110 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #71.

BTR Capital Management first reported a position in HEDJ in Q1 2018 and has held it in 19 quarters since. The position peaked at $4.34M in Q3 2021. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

BTR Capital Management held 35,110 shares of WisdomTree Europe Hedged Equity Fund worth $1.09M as of Q3 2022.
BTR Capital Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q3 2022.
WisdomTree Europe Hedged Equity Fund made up 0.17% of BTR Capital Management's portfolio in Q3 2022, its #71 holding.
BTR Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and has held it in 19 quarters since.
BTR Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $4.34M in Q3 2021.
169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.