Edge Capital Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Edge Capital Group’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	-179,570	Closed	-$5.45M	–	252
2020 Q2	$5.45M	Buy	179,570 +73,860	+70%	+$2.1M	0.57%	44
2020 Q1	$2.71M	Sell	105,710 -105,514	-50%	-$3.37M	0.32%	65
2019 Q4	$7.46M	Buy	211,224 +31,910	+18%	+$1.1M	0.73%	38
2019 Q3	$6.03M	Buy	179,314 +78,854	+78%	+$2.59M	0.61%	43
2019 Q2	$3.32M	Buy	100,460 +3,120	+3%	+$102K	0.32%	67
2019 Q1	$3.11M	Sell	97,340 -5,240	-5%	-$160K	0.31%	69
2018 Q4	$2.9M	Buy	+102,580	New	+$3.04M	0.31%	68

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

PVH

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Edge Capital Group's HEDJ Position: Q3 2020 in Review

Edge Capital Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 179,570 shares — an estimated $5.45M sold.

Edge Capital Group first reported a position in HEDJ in Q4 2018 and held it in 7 quarters. The position peaked at $7.46M in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

Edge Capital Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Edge Capital Group sold 179,570 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $5.45M.
Edge Capital Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 7 quarters.
Edge Capital Group's WisdomTree Europe Hedged Equity Fund position peaked at $7.46M in Q4 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on Edge Capital Group's 13F filing for Q3 2020, filed 9 Nov 2020.