HCM
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Hollencrest Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Hollencrest 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
Q1 		– Sell
-40,668
Closed -$1.44M – 321
2019
Q4 		$1.44M Hold
40,668
– – 0.16% 88
2019
Q3 		$1.37M Hold
40,668
– – 0.17% 86
2019
Q2 		$1.35M Hold
40,668
– – 0.17% 85
2019
Q1 		$1.3M Hold
40,668
– – 0.17% 85
2018
Q4 		$1.15M Sell
40,668
-60,668
-60% -$1.8M 0.17% 90
2018
Q3 		$3.22M Buy
101,336
+40,068
+65% +$1.28M 0.21% 75
2018
Q2 		$1.93M Buy
61,268
+1,348
+2% +$43.9K 0.26% 67
2018
Q1 		$1.88M Sell
59,920
-11,498
-16% -$367K 0.25% 70
2017
Q4 		$2.27M Buy
71,418
+168
+0.2% +$5.46K 0.3% 63
2017
Q3 		$2.31M Buy
71,250
+18
+0% +$564 0.32% 61
2017
Q2 		$2.22M Buy
71,232
+1,052
+1% +$34.1K 0.33% 59
2017
Q1 		$2.2M Buy
70,180
+82
+0.1% +$2.44K 0.32% 60
2016
Q4 		$2.01M Buy
70,098
+12,618
+22% +$345K 0.3% 63
2016
Q3 		$1.54M Buy
57,480
+126
+0.2% +$3.33K 0.22% 83
2016
Q2 		$1.45M Sell
57,354
-74,984
-57% -$1.95M 0.22% 85
2016
Q1 		$3.44M Buy
132,338
+1,984
+2% +$50.2K 0.58% 39
2015
Q4 		$3.51M Sell
130,354
-231,724
-64% -$6.84M 0.62% 39
2015
Q3 		$9.89M Sell
362,078
-300,022
-45% -$9.02M 1.71% 11
2015
Q2 		$20.4M Buy
662,100
+200,070
+43% +$6.53M 2.93% 5
2015
Q1 		$15.3M Sell
462,030
-28,944
-6% -$897K 2.02% 11
2014
Q4 		$13.7M Buy
490,974
+463,974
+1,718% +$13.1M 1.8% 13
2014
Q3 		$780K Buy
+27,000
New +$777K 0.11% 131

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Hollencrest Capital Management's HEDJ Position: Q1 2020 in Review

Hollencrest Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 40,668 shares — an estimated $1.44M sold.

Hollencrest Capital Management first reported a position in HEDJ in Q3 2014 and held it in 22 quarters. The position peaked at $20.4M in Q2 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Hollencrest Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Hollencrest Capital Management sold 40,668 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $1.44M.
  • Hollencrest Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 22 quarters.
  • Hollencrest Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $20.4M in Q2 2015.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Hollencrest Capital Management's 13F filing for Q1 2020, filed 1 May 2020.