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

Global Financial Private Client’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 Q4	–	Sell	-980	Closed	-$30.4K	–	576
2020 Q3	$30.4K	Hold	980	–	–	0.03%	224
2020 Q2	$29.7K	Sell	980 -3,350	-77%	-$95.3K	0.03%	264
2020 Q1	$107K	Sell	4,330 -326	-7%	-$10.4K	0.11%	137
2019 Q4	$164K	Buy	+4,656	New	+$160K	0.14%	125

Other funds holding HEDJ

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PVH

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Financial Private Client's HEDJ Position: Q4 2020 in Review

Global Financial Private Client sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2020, closing a stake of 980 shares — an estimated $30.4K sold.

Global Financial Private Client first reported a position in HEDJ in Q4 2019 and held it in 4 quarters. The position peaked at $164K in Q4 2019. 187 funds tracked by Wall St. Rank hold HEDJ as of Q4 2020.

Global Financial Private Client reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
Global Financial Private Client sold 980 WisdomTree Europe Hedged Equity Fund shares in Q4 2020, an estimated $30.4K.
Global Financial Private Client first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 4 quarters.
Global Financial Private Client's WisdomTree Europe Hedged Equity Fund position peaked at $164K in Q4 2019.
187 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.