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

Focus Financial Network’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	-7,822	Closed	-$276K	–	389
2019 Q4	$276K	Hold	7,822	–	–	0.03%	331
2019 Q3	$263K	Buy	7,822 +12	+0.2%	+$395	0.04%	317
2019 Q2	$258K	Hold	7,810	–	–	0.04%	316
2019 Q1	$250K	Buy	+7,810	New	+$239K	0.04%	311

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Focus Financial Network's HEDJ Position: Q1 2020 in Review

Focus Financial Network sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 7,822 shares — an estimated $276K sold.

Focus Financial Network first reported a position in HEDJ in Q1 2019 and held it in 4 quarters. The position peaked at $276K in Q4 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Focus Financial Network reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Focus Financial Network sold 7,822 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $276K.
Focus Financial Network first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and held it in 4 quarters.
Focus Financial Network's WisdomTree Europe Hedged Equity Fund position peaked at $276K in Q4 2019.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Focus Financial Network's 13F filing for Q1 2020, filed 24 Jul 2024.