Essex Savings Bank’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-3,874	Closed	-$128K	–	367
2019 Q2	$128K	Buy	3,874 +638	+20%	+$21K	0.05%	299
2019 Q1	$103K	Hold	3,236	–	–	0.06%	213
2018 Q4	$91K	Buy	+3,236	New	+$95.9K	0.06%	220

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

PVH

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Essex Savings Bank's HEDJ Position: Q3 2019 in Review

Essex Savings Bank sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 3,874 shares — an estimated $128K sold.

Essex Savings Bank first reported a position in HEDJ in Q4 2018 and held it in 3 quarters. The position peaked at $128K in Q2 2019. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

Essex Savings Bank reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 3,874 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $128K.
Essex Savings Bank first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's WisdomTree Europe Hedged Equity Fund position peaked at $128K in Q2 2019.
246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.