Global Financial Private Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Global Financial Private Capital’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 Q2	$12K	Sell	390 -296,450	-100%	-$8.43M	﹤0.01%	299
2020 Q1	$7.61M	Sell	296,840 -19,536	-6%	-$623K	0.48%	65
2019 Q4	$11.2M	Sell	316,376 -21,246	-6%	-$732K	0.56%	52
2019 Q3	$11.4M	Sell	337,622 -12,468	-4%	-$410K	0.57%	50
2019 Q2	$11.6M	Sell	350,090 -49,950	-12%	-$1.64M	0.56%	54
2019 Q1	$12.8M	Sell	400,040 -3,940	-1%	-$121K	0.61%	42
2018 Q4	$11.4M	Sell	403,980 -9,486	-2%	-$281K	0.62%	45
2018 Q3	$13.1M	Sell	413,466 -63,208	-13%	-$2.03M	0.47%	60
2018 Q2	$15M	Buy	476,674 +34,272	+8%	+$1.12M	0.51%	61
2018 Q1	$13.9M	Buy	+442,402	New	+$14.1M	0.49%	63

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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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

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

Global Financial Private Capital's HEDJ Position: Q2 2020 in Review

Global Financial Private Capital reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 100% in Q2 2020, selling an estimated $8.43M and leaving 390 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Global Financial Private Capital first reported a position in HEDJ in Q1 2018 and has held it in 10 quarters since. The position peaked at $15M in Q2 2018. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Global Financial Private Capital held 390 shares of WisdomTree Europe Hedged Equity Fund worth $12K as of Q2 2020.
Global Financial Private Capital sold 296,450 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $8.43M.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #299 holding.
Global Financial Private Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and has held it in 10 quarters since.
Global Financial Private Capital's WisdomTree Europe Hedged Equity Fund position peaked at $15M in Q2 2018.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.