Golden State Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Golden State Wealth 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 Q2	–	Sell	-78	Closed	-$2K	–	548
2020 Q1	$2K	Buy	+78	New	+$2.49K	﹤0.01%	860
2019 Q4	–	Sell	-740	Closed	-$25K	–	427
2019 Q3	$25K	Hold	740	–	–	0.01%	574
2019 Q2	$24K	Sell	740 -800	-52%	-$26.3K	0.01%	587
2019 Q1	$49K	Buy	+1,540	New	+$47.2K	0.02%	448

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

PVH

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

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Golden State Wealth Management's HEDJ Position: Q2 2020 in Review

Golden State Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 78 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in HEDJ in Q1 2019 and held it in 4 quarters. The position peaked at $49K in Q1 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Golden State Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 78 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $2K.
Golden State Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $49K in Q1 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.