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

InterOcean Capital’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	-7,596	Closed	-$268K	–	190
2019 Q4	$268K	Hold	7,596	–	–	0.02%	170
2019 Q3	$256K	Hold	7,596	–	–	0.02%	173
2019 Q2	$251K	Hold	7,596	–	–	0.02%	159
2019 Q1	$243K	Hold	7,596	–	–	0.02%	159
2018 Q4	$214K	Hold	7,596	–	–	0.02%	166
2018 Q3	$240K	Hold	7,596	–	–	0.03%	175
2018 Q2	$240K	Hold	7,596	–	–	0.03%	180
2018 Q1	$238K	Sell	7,596 -30	-0.4%	-$958	0.03%	166
2017 Q4	$243K	Hold	7,626	–	–	0.03%	150
2017 Q3	$247K	Hold	7,626	–	–	0.04%	141
2017 Q2	$238K	Hold	7,626	–	–	0.04%	135
2017 Q1	$239K	Sell	7,626 -280	-4%	-$8.33K	0.04%	134
2016 Q4	$227K	Sell	7,906 -14,916	-65%	-$408K	0.05%	139
2016 Q3	$613K	Sell	22,822 -1,460	-6%	-$38.6K	0.14%	70
2016 Q2	$613K	Hold	24,282	–	–	0.15%	71
2016 Q1	$630K	Sell	24,282 -1,216	-5%	-$30.8K	0.17%	65
2015 Q4	$686K	Sell	25,498 -6,084	-19%	-$180K	0.22%	64
2015 Q3	$863K	Buy	31,582 +13,636	+76%	+$410K	0.31%	55
2015 Q2	$553K	Buy	+17,946	New	+$586K	0.17%	80

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

PVH

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

InterOcean Capital's HEDJ Position: Q1 2020 in Review

InterOcean Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 7,596 shares — an estimated $268K sold.

InterOcean Capital first reported a position in HEDJ in Q2 2015 and held it in 19 quarters. The position peaked at $863K in Q3 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

InterOcean Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
InterOcean Capital sold 7,596 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $268K.
InterOcean Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 19 quarters.
InterOcean Capital's WisdomTree Europe Hedged Equity Fund position peaked at $863K in Q3 2015.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on InterOcean Capital's 13F filing for Q1 2020, filed 11 May 2020.