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

Howland 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	-14,604	Closed	-$515K	–	205
2019 Q4	$515K	Hold	14,604	–	–	0.04%	150
2019 Q3	$491K	Hold	14,604	–	–	0.04%	151
2019 Q2	$483K	Sell	14,604 -1,418	-9%	-$46.6K	0.04%	146
2019 Q1	$512K	Sell	16,022 -1,458	-8%	-$44.7K	0.04%	145
2018 Q4	$493K	Buy	17,480 +50	+0.3%	+$1.48K	0.05%	137
2018 Q3	$551K	Hold	17,430	–	–	0.04%	146
2018 Q2	$550K	Sell	17,430 -350	-2%	-$11.4K	0.04%	148
2018 Q1	$558K	Buy	17,780 +500	+3%	+$16K	0.04%	149
2017 Q4	$550K	Sell	17,280 -3,300	-16%	-$107K	0.04%	149
2017 Q3	$666K	Hold	20,580	–	–	0.06%	142
2017 Q2	$641K	Hold	20,580	–	–	0.05%	144
2017 Q1	$646K	Buy	20,580 +2,168	+12%	+$64.5K	0.06%	146
2016 Q4	$528K	Buy	18,412 +4,600	+33%	+$126K	0.05%	147
2016 Q3	$371K	Hold	13,812	–	–	0.03%	160
2016 Q2	$349K	Hold	13,812	–	–	0.03%	161
2016 Q1	$359K	Hold	13,812	–	–	0.04%	157
2015 Q4	$372K	Buy	+13,812	New	+$408K	0.04%	159

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

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

Howland Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 14,604 shares — an estimated $515K sold.

Howland Capital Management first reported a position in HEDJ in Q4 2015 and held it in 17 quarters. The position peaked at $666K in Q3 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Howland Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Howland Capital Management sold 14,604 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $515K.
Howland Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 17 quarters.
Howland Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $666K in Q3 2017.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Howland Capital Management's 13F filing for Q1 2020, filed 13 Apr 2020.