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Evergreen Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Evergreen Capital Management’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
Q4 		– Sell
-10,000
Closed -$336K – 484
2019
Q3 		$336K Buy
+10,000
New +$329K 0.03% 289

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.94B AUM 19.13% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Capital Management's HEDJ Position: Q4 2019 in Review

Evergreen Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2019, closing a stake of 10,000 shares — an estimated $336K sold.

Evergreen Capital Management first reported a position in HEDJ in Q3 2019 and held it in 1 quarter. The position peaked at $336K in Q3 2019. 285 funds tracked by Wall St. Rank hold HEDJ as of Q4 2019.

  • Evergreen Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2019 after selling out during the quarter.
  • Evergreen Capital Management sold 10,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2019, an estimated $336K.
  • Evergreen Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2019 and held it in 1 quarter.
  • Evergreen Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $336K in Q3 2019.
  • 285 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2019.

Based on Evergreen Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.