Fiduciary Trust International of Pennsylvania’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Fiduciary Trust International of Pennsylvania’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	$436K	Buy	+17,026	New	+$543K	0.02%	289
2019 Q4	–	Sell	-19,726	Closed	-$664K	–	335
2019 Q3	$664K	Sell	19,726 -300	-1%	-$9.87K	0.03%	272
2019 Q2	$662K	Buy	+20,026	New	+$658K	0.03%	274
2018 Q2	–	Sell	-82,422	Closed	-$2.58M	–	354
2018 Q1	$2.58M	Sell	82,422 -173,778	-68%	-$5.55M	0.12%	174
2017 Q4	$8.16M	Sell	256,200 -493,238	-66%	-$16M	0.36%	86
2017 Q3	$21.8M	Buy	749,438 +266,118	+55%	+$8.34M	1.05%	26
2017 Q2	$15.1M	Buy	483,320 +109,254	+29%	+$3.54M	0.74%	35
2017 Q1	$11.7M	Buy	374,066 +82,084	+28%	+$2.44M	0.89%	31
2016 Q4	$8.38M	Buy	291,982 +52,166	+22%	+$1.43M	0.66%	43
2016 Q3	$6.44M	Sell	239,816 -4,534	-2%	-$120K	0.52%	58
2016 Q2	$6.17M	Sell	244,350 -15,336	-6%	-$398K	0.5%	61
2016 Q1	$6.74M	Buy	259,686 +15,728	+6%	+$398K	0.57%	57
2015 Q4	$6.56M	Buy	243,958 +17,478	+8%	+$516K	0.56%	64
2015 Q3	$6.19M	Sell	226,480 -183,024	-45%	-$5.5M	0.58%	60
2015 Q2	$12.6M	Buy	409,504 +50,368	+14%	+$1.65M	0.75%	41
2015 Q1	$11.9M	Buy	+359,136	New	+$11.1M	0.77%	39

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's HEDJ Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020: 17,026 shares worth $436K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in HEDJ as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in HEDJ in Q1 2015 and has held it in 16 quarters since. The position peaked at $21.8M in Q3 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 17,026 shares of WisdomTree Europe Hedged Equity Fund worth $436K as of Q1 2020.
WisdomTree Europe Hedged Equity Fund was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
WisdomTree Europe Hedged Equity Fund made up 0.02% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #289 holding.
Fiduciary Trust International of Pennsylvania first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 16 quarters since.
Fiduciary Trust International of Pennsylvania's WisdomTree Europe Hedged Equity Fund position peaked at $21.8M in Q3 2017.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.