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

Financial Partners 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
2020 Q3	–	Sell	-6,720	Closed	-$204K	–	106
2020 Q2	$204K	Sell	6,720 -1,650	-20%	-$46.9K	0.06%	94
2020 Q1	$214K	Buy	+8,370	New	+$267K	0.07%	82
2018 Q4	$301K	Hold	10,670	–	–	0.1%	65
2018 Q3	$337K	Hold	10,670	–	–	0.1%	64
2018 Q2	$337K	Sell	10,670 -1,000	-9%	-$32.6K	0.1%	63
2018 Q1	$366K	Sell	11,670 -404,860	-97%	-$12.9M	0.11%	60
2017 Q4	$13.3M	Sell	416,530 -20,040	-5%	-$651K	2.45%	5
2017 Q3	$14.1M	Buy	436,570 +38,516	+10%	+$1.21M	2.7%	5
2017 Q2	$12.4M	Buy	398,054 +52,180	+15%	+$1.69M	2.59%	5
2017 Q1	$10.9M	Buy	345,874 +74,154	+27%	+$2.21M	2.38%	7
2016 Q4	$7.8M	Buy	271,720 +11,982	+5%	+$328K	1.87%	19
2016 Q3	$7.12M	Sell	259,738 -2,908	-1%	-$76.9K	1.81%	23
2016 Q2	$6.64M	Sell	262,646 -71,610	-21%	-$1.86M	1.78%	25
2016 Q1	$8.68M	Buy	334,256 +37,926	+13%	+$960K	2.15%	15
2015 Q4	$7.97M	Sell	296,330 -138,000	-32%	-$4.07M	1.9%	17
2015 Q3	$11.9M	Buy	434,330 +143,766	+49%	+$4.32M	2.98%	3
2015 Q2	$8.95M	Buy	290,564 +82,660	+40%	+$2.7M	2.19%	10
2015 Q1	$6.88M	Buy	207,904 +181,154	+677%	+$5.62M	1.73%	21
2014 Q4	$744K	Buy	+26,750	New	+$757K	0.2%	83

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

PVH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Financial Partners Capital Management's HEDJ Position: Q3 2020 in Review

Financial Partners Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 6,720 shares — an estimated $204K sold.

Financial Partners Capital Management first reported a position in HEDJ in Q4 2014 and held it in 19 quarters. The position peaked at $14.1M in Q3 2017. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

Financial Partners Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
Financial Partners Capital Management sold 6,720 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $204K.
Financial Partners Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 19 quarters.
Financial Partners Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $14.1M in Q3 2017.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on Financial Partners Capital Management's 13F filing for Q3 2020, filed 28 Feb 2023.