Intellectus Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Intellectus Partners’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
2021 Q1	–	Sell	-25,138	Closed	-$833K	–	255
2020 Q4	$833K	Sell	25,138 -3,932	-14%	-$126K	0.25%	125
2020 Q3	$898K	Sell	29,070 -5,192	-15%	-$162K	0.34%	89
2020 Q2	$1.04M	Sell	34,262 -2,658	-7%	-$75.6K	0.4%	70
2020 Q1	$946K	Sell	36,920 -12,692	-26%	-$405K	0.45%	57
2019 Q4	$1.75M	Sell	49,612 -4,102	-8%	-$141K	0.71%	37
2019 Q3	$1.81M	Sell	53,714 -15,326	-22%	-$504K	0.79%	32
2019 Q2	$2.28M	Sell	69,040 -2,326	-3%	-$76.4K	0.99%	20
2019 Q1	$2.28M	Buy	+71,366	New	+$2.19M	0.98%	18
2018 Q4	–	Sell	-95,308	Closed	-$3.01M	–	369
2018 Q3	$3.01M	Buy	95,308 +2,984	+3%	+$95.7K	1.05%	17
2018 Q2	$2.92M	Sell	92,324 -518	-0.6%	-$16.9K	1.06%	15
2018 Q1	$2.91M	Buy	92,842 +16,746	+22%	+$535K	1%	17
2017 Q4	$2.42M	Sell	76,096 -8,818	-10%	-$286K	0.9%	24
2017 Q3	$2.75M	Buy	84,914 +4,482	+6%	+$140K	1.14%	13
2017 Q2	$2.51M	Buy	80,432 +39,410	+96%	+$1.28M	1.13%	14
2017 Q1	$1.29M	Buy	41,022 +2,898	+8%	+$86.3K	0.65%	36
2016 Q4	$1.09M	Buy	+38,124	New	+$1.04M	0.57%	43

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Intellectus Partners's HEDJ Position: Q1 2021 in Review

Intellectus Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 25,138 shares — an estimated $833K sold.

Intellectus Partners first reported a position in HEDJ in Q4 2016 and held it in 16 quarters. The position peaked at $3.01M in Q3 2018. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

Intellectus Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Intellectus Partners sold 25,138 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $833K.
Intellectus Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 16 quarters.
Intellectus Partners's WisdomTree Europe Hedged Equity Fund position peaked at $3.01M in Q3 2018.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Intellectus Partners's 13F filing for Q1 2021, filed 17 May 2021.