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Caldwell Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-1,540
Closed -$39.5K – 776
2020
Q1 		$39.5K Sell
1,540
-100
-6% -$3.19K 0.01% 443
2019
Q4 		$57.9K Buy
+1,640
New +$56.5K 0.01% 436

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Caldwell Trust's HEDJ Position: Q2 2020 in Review

Caldwell Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 1,540 shares — an estimated $39.5K sold.

Caldwell Trust first reported a position in HEDJ in Q4 2019 and held it in 2 quarters. The position peaked at $57.9K in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

  • Caldwell Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Caldwell Trust sold 1,540 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $39.5K.
  • Caldwell Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 2 quarters.
  • Caldwell Trust's WisdomTree Europe Hedged Equity Fund position peaked at $57.9K in Q4 2019.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.