EAMA
HEDJ icon

EFG Asset Management (Americas)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

EFG Asset Management (Americas)’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
-18,184
Closed -$552K – 142
2020
Q2 		$552K Sell
18,184
-1,682
-8% -$47.9K 0.14% 103
2020
Q1 		$509K Sell
19,866
-12,352
-38% -$394K 0.16% 102
2019
Q4 		$1.14M Sell
32,218
-1,738
-5% -$59.9K 0.3% 87
2019
Q3 		$1.14M Sell
33,956
-2,574
-7% -$84.7K 0.34% 74
2019
Q2 		$1.21M Buy
36,530
+526
+1% +$17.3K 0.34% 78
2019
Q1 		$1.15M Buy
36,004
+11,034
+44% +$338K 0.35% 76
2018
Q4 		$705K Sell
24,970
-1,922
-7% -$57K 0.25% 77
2018
Q3 		$850K Sell
26,892
-1,376
-5% -$44.1K 0.24% 81
2018
Q2 		$892K Buy
28,268
+6,322
+29% +$206K 0.27% 82
2018
Q1 		$687K Sell
21,946
-25,432
-54% -$812K 0.28% 78
2017
Q4 		$1.51M Sell
47,378
-280
-0.6% -$9.1K 0.55% 51
2017
Q3 		$1.54M Buy
47,658
+19,726
+71% +$618K 0.58% 48
2017
Q2 		$871K Sell
27,932
-2,860
-9% -$92.6K 0.33% 71
2017
Q1 		$967K Sell
30,792
-21,796
-41% -$649K 0.37% 70
2016
Q4 		$1.51M Sell
52,588
-13,226
-20% -$362K 0.66% 50
2016
Q3 		$1.77M Sell
65,814
-9,014
-12% -$238K 0.75% 41
2016
Q2 		$1.89M Sell
74,828
-19,958
-21% -$518K 0.89% 34
2016
Q1 		$2.46M Sell
94,786
-34,420
-27% -$871K 1.23% 26
2015
Q4 		$2.46M Sell
129,206
-4,258
-3% -$126K 1.53% 21
2015
Q3 		$3.65M Buy
133,464
+59,970
+82% +$1.8M 2.27% 7
2015
Q2 		$2.39M Buy
73,494
+18,398
+33% +$601K 1.47% 9
2015
Q1 		$1.82M Buy
55,096
+32,694
+146% +$1.01M 1.42% 10
2014
Q4 		$625K Buy
+22,402
New +$634K 0.38% 32

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

EFG Asset Management (Americas)'s HEDJ Position: Q3 2020 in Review

EFG Asset Management (Americas) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 18,184 shares — an estimated $552K sold.

EFG Asset Management (Americas) first reported a position in HEDJ in Q4 2014 and held it in 23 quarters. The position peaked at $3.65M in Q3 2015. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

  • EFG Asset Management (Americas) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 18,184 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $552K.
  • EFG Asset Management (Americas) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 23 quarters.
  • EFG Asset Management (Americas)'s WisdomTree Europe Hedged Equity Fund position peaked at $3.65M in Q3 2015.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2020, filed 6 Nov 2020.