Centaurus Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Centaurus Financial’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	-16,224	Closed	-$573K	–	567
2019 Q4	$573K	Buy	16,224 +1,272	+9%	+$43.8K	0.08%	280
2019 Q3	$503K	Sell	14,952 -794	-5%	-$26.1K	0.08%	262
2019 Q2	$521K	Buy	15,746 +5,168	+49%	+$170K	0.08%	256
2019 Q1	$338K	Buy	+10,578	New	+$324K	0.06%	316
2018 Q4	–	Sell	-14,000	Closed	-$424K	–	500
2018 Q3	$424K	Buy	14,000 +1,560	+13%	+$50K	0.08%	262
2018 Q2	$393K	Buy	12,440 +2,472	+25%	+$80.6K	0.05%	357
2018 Q1	$313K	Sell	9,968 -17,754	-64%	-$567K	0.07%	257
2017 Q4	$883K	Buy	+27,722	New	+$901K	0.23%	115

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

Centaurus Financial's HEDJ Position: Q1 2020 in Review

Centaurus Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 16,224 shares — an estimated $573K sold.

Centaurus Financial first reported a position in HEDJ in Q4 2017 and held it in 8 quarters. The position peaked at $883K in Q4 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Centaurus Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Centaurus Financial sold 16,224 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $573K.
Centaurus Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 8 quarters.
Centaurus Financial's WisdomTree Europe Hedged Equity Fund position peaked at $883K in Q4 2017.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Centaurus Financial's 13F filing for Q1 2020, filed 21 Apr 2020.