FWP
HEDJ icon

FAS Wealth Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

FAS Wealth 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
Q1 		– Sell
-10,408
Closed -$367K – 302
2019
Q4 		$367K Buy
10,408
+10
+0.1% +$345 0.06% 154
2019
Q3 		$350K Buy
10,398
+80
+0.8% +$2.63K 0.06% 152
2019
Q2 		$341K Hold
10,318
– – 0.06% 155
2019
Q1 		$330K Hold
10,318
– – 0.06% 158
2018
Q4 		$291K Hold
10,318
– – 0.07% 162
2018
Q3 		$326K Hold
10,318
– – 0.07% 146
2018
Q2 		$326K Buy
10,318
+106
+1% +$3.46K 0.09% 142
2018
Q1 		$320K Buy
10,212
+20
+0.2% +$639 0.09% 136
2017
Q4 		$325K Buy
10,192
+2
+0% +$65 0.09% 137
2017
Q3 		$330K Buy
10,190
+82
+0.8% +$2.57K 0.09% 131
2017
Q2 		$315K Buy
10,108
+608
+6% +$19.7K 0.09% 128
2017
Q1 		$298K Buy
9,500
+16
+0.2% +$476 0.09% 133
2016
Q4 		$272K Buy
9,484
+14
+0.1% +$383 0.08% 134
2016
Q3 		$254K Hold
9,470
– – 0.08% 131
2016
Q2 		$239K Sell
9,470
-2,310
-20% -$60K 0.09% 133
2016
Q1 		$306K Sell
11,780
-2,966
-20% -$75.1K 0.16% 89
2015
Q4 		$397K Buy
14,746
+610
+4% +$18K 0.2% 71
2015
Q3 		$386K Sell
14,136
-808
-5% -$24.3K 0.22% 58
2015
Q2 		$460K Buy
14,944
+5,140
+52% +$168K 0.23% 52
2015
Q1 		$324K Buy
+9,804
New +$304K 0.17% 67

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
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

FAS Wealth Partners's HEDJ Position: Q1 2020 in Review

FAS Wealth Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 10,408 shares — an estimated $367K sold.

FAS Wealth Partners first reported a position in HEDJ in Q1 2015 and held it in 20 quarters. The position peaked at $460K in Q2 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • FAS Wealth Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 10,408 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $367K.
  • FAS Wealth Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 20 quarters.
  • FAS Wealth Partners's WisdomTree Europe Hedged Equity Fund position peaked at $460K in Q2 2015.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on FAS Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.