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Ellis Investment Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-2
Closed – – 769
2020
Q3 		$0 Buy
+2
New +$62 ﹤0.01% 733

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
PC
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ellis Investment Partners's HEDJ Position: Q4 2020 in Review

Ellis Investment Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2020, closing a stake of 2 shares.

Ellis Investment Partners first reported a position in HEDJ in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 187 funds tracked by Wall St. Rank hold HEDJ as of Q4 2020.

  • Ellis Investment Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 2 WisdomTree Europe Hedged Equity Fund shares in Q4 2020.
  • Ellis Investment Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and held it in 1 quarter.
  • Ellis Investment Partners's WisdomTree Europe Hedged Equity Fund position peaked at $0 in Q3 2020.
  • 187 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2020.

Based on Ellis Investment Partners's 13F filing for Q4 2020, filed 20 Jan 2021.