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InterOcean Capital Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

InterOcean Capital Group’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
-6,286
Closed -$208K – 249
2020
Q4 		$208K Buy
+6,286
New +$202K 0.01% 215

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PC
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

InterOcean Capital Group's HEDJ Position: Q1 2021 in Review

InterOcean Capital Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 6,286 shares — an estimated $208K sold.

InterOcean Capital Group first reported a position in HEDJ in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

  • InterOcean Capital Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • InterOcean Capital Group sold 6,286 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $208K.
  • InterOcean Capital Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and held it in 1 quarter.
  • InterOcean Capital Group's WisdomTree Europe Hedged Equity Fund position peaked at $208K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on InterOcean Capital Group's 13F filing for Q1 2021, filed 12 May 2021.