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

CRA Financial Services’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 Q3	–	Sell	-6,812	Closed	-$207K	–	149
2020 Q2	$207K	Sell	6,812 -2,296	-25%	-$65.3K	0.11%	129
2020 Q1	$233K	Sell	9,108 -464	-5%	-$14.8K	0.15%	112
2019 Q4	$338K	Buy	9,572 +604	+7%	+$20.8K	0.18%	105
2019 Q3	$302K	Sell	8,968 -266	-3%	-$8.75K	0.18%	103
2019 Q2	$306K	Sell	9,234 -1,306	-12%	-$42.9K	0.18%	103
2019 Q1	$337K	Sell	10,540 -2,560	-20%	-$78.4K	0.22%	98
2018 Q4	$370K	Buy	+13,100	New	+$388K	0.27%	87

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

CRA Financial Services's HEDJ Position: Q3 2020 in Review

CRA Financial Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 6,812 shares — an estimated $207K sold.

CRA Financial Services first reported a position in HEDJ in Q4 2018 and held it in 7 quarters. The position peaked at $370K in Q4 2018. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

CRA Financial Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
CRA Financial Services sold 6,812 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $207K.
CRA Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 7 quarters.
CRA Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $370K in Q4 2018.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on CRA Financial Services's 13F filing for Q3 2020, filed 14 Oct 2020.