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

Coldstream 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 Q1	–	Sell	-9,440	Closed	-$378K	–	809
2021 Q4	$378K	Buy	+9,440	New	+$372K	0.01%	524
2017 Q1	–	Sell	-7,796	Closed	-$224K	–	260
2016 Q4	$224K	Sell	7,796 -12,082	-61%	-$330K	0.04%	215
2016 Q3	$534K	Sell	19,878 -7,138	-26%	-$189K	0.09%	112
2016 Q2	$683K	Sell	27,016 -10,460	-28%	-$272K	0.12%	139
2016 Q1	$973K	Sell	37,476 -20,964	-36%	-$531K	0.18%	87
2015 Q4	$1.57M	Sell	58,440 -77,616	-57%	-$2.29M	0.34%	65
2015 Q3	$3.72M	Sell	136,056 -22,448	-14%	-$675K	0.99%	17
2015 Q2	$4.88M	Buy	158,504 +34,644	+28%	+$1.13M	1.28%	14
2015 Q1	$4.1M	Buy	+123,860	New	+$3.84M	1.13%	15

Other funds holding HEDJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

KCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Coldstream Capital Management's HEDJ Position: Q1 2022 in Review

Coldstream Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 9,440 shares — an estimated $378K sold.

Coldstream Capital Management first reported a position in HEDJ in Q1 2015 and held it in 9 quarters. The position peaked at $4.88M in Q2 2015. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Coldstream Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Coldstream Capital Management sold 9,440 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $378K.
Coldstream Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 9 quarters.
Coldstream Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $4.88M in Q2 2015.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Coldstream Capital Management's 13F filing for Q1 2022, filed 11 May 2022.