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Financial Advantage’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Financial Advantage’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
-241,360
Closed -$8.52M – 106
2019
Q4 		$8.52M Sell
241,360
-86,076
-26% -$2.97M 5.84% 5
2019
Q3 		$11M Buy
327,436
+1,166
+0.4% +$38.4K 7.51% 2
2019
Q2 		$10.8M Buy
326,270
+3,532
+1% +$116K 7.39% 3
2019
Q1 		$10.3M Buy
322,738
+730
+0.2% +$22.4K 7.35% 2
2018
Q4 		$9.09M Sell
322,008
-1,382
-0.4% -$41K 7.42% 3
2018
Q3 		$10.2M Buy
323,390
+6,134
+2% +$197K 7.71% 2
2018
Q2 		$10M Buy
317,256
+2,312
+0.7% +$75.4K 7.6% 3
2018
Q1 		$9.88M Sell
314,944
-1,080
-0.3% -$34.5K 7.91% 3
2017
Q4 		$10.1M Buy
316,024
+2,224
+0.7% +$72.3K 7.98% 4
2017
Q3 		$10.2M Buy
313,800
+6,154
+2% +$193K 8.25% 3
2017
Q2 		$9.59M Buy
307,646
+1,146
+0.4% +$37.1K 8.14% 3
2017
Q1 		$9.63M Buy
306,500
+115,780
+61% +$3.45M 8.12% 3
2016
Q4 		$5.47M Sell
190,720
-98,626
-34% -$2.7M 4.97% 6
2016
Q3 		$7.78M Sell
289,346
-10,548
-4% -$279K 7.18% 3
2016
Q2 		$7.58M Buy
299,894
+354
+0.1% +$9.19K 6.75% 3
2016
Q1 		$7.78M Buy
299,540
+8,752
+3% +$222K 7.06% 3
2015
Q4 		$7.82M Sell
290,788
-1,574
-0.5% -$46.5K 8.24% 3
2015
Q3 		$7.99M Buy
292,362
+28,384
+11% +$854K 7.44% 3
2015
Q2 		$8.13M Buy
263,978
+263,798
+146,554% +$8.62M 7.79% 3
2015
Q1 		$6K Buy
+180
New +$5.58K 0.01% 107

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Financial Advantage's HEDJ Position: Q1 2020 in Review

Financial Advantage sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 241,360 shares — an estimated $8.52M sold.

Financial Advantage first reported a position in HEDJ in Q1 2015 and held it in 20 quarters. The position peaked at $11M in Q3 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Financial Advantage reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Financial Advantage sold 241,360 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $8.52M.
  • Financial Advantage first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 20 quarters.
  • Financial Advantage's WisdomTree Europe Hedged Equity Fund position peaked at $11M in Q3 2019.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Financial Advantage's 13F filing for Q1 2020, filed 27 Apr 2020.