Conservest Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Conservest Capital Advisors’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
2021 Q1	–	Sell	-381,602	Closed	-$12.7M	–	78
2020 Q4	$12.7M	Sell	381,602 -5,084	-1%	-$163K	1.52%	18
2020 Q3	$11.9M	Sell	386,686 -4,456	-1%	-$139K	1.61%	17
2020 Q2	$11.9M	Sell	391,142 -6,578	-2%	-$187K	1.7%	18
2020 Q1	$10.2M	Buy	397,720 +20	+0%	+$638	1.69%	18
2019 Q4	$14M	Buy	397,700 +26,080	+7%	+$899K	1.83%	19
2019 Q3	$12.5M	Sell	371,620 -12,202	-3%	-$401K	1.81%	20
2019 Q2	$12.7M	Buy	383,822 +4,720	+1%	+$155K	1.86%	19
2019 Q1	$12.1M	Sell	379,102 -95,828	-20%	-$2.94M	1.82%	19
2018 Q4	$13.4M	Sell	474,930 -53,310	-10%	-$1.58M	2.21%	17
2018 Q3	$16.7M	Sell	528,240 -652	-0.1%	-$20.9K	2.45%	16
2018 Q2	$16.7M	Buy	+528,892	New	+$17.2M	2.59%	16
2017 Q4	–	Sell	-517,838	Closed	-$16.8M	–	93
2017 Q3	$16.8M	Buy	+517,838	New	+$16.2M	2.65%	13

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

PVH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Conservest Capital Advisors's HEDJ Position: Q1 2021 in Review

Conservest Capital Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 381,602 shares — an estimated $12.7M sold.

Conservest Capital Advisors first reported a position in HEDJ in Q3 2017 and held it in 12 quarters. The position peaked at $16.8M in Q3 2017. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

Conservest Capital Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Conservest Capital Advisors sold 381,602 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $12.7M.
Conservest Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2017 and held it in 12 quarters.
Conservest Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $16.8M in Q3 2017.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Conservest Capital Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.