Ironwood Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ironwood Financial’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	-180	Closed	-$6K	–	366
2019 Q4	$6K	Hold	180	–	–	﹤0.01%	302
2019 Q3	$6K	Hold	180	–	–	﹤0.01%	307
2019 Q2	$6K	Hold	180	–	–	﹤0.01%	308
2019 Q1	$6K	Hold	180	–	–	﹤0.01%	299
2018 Q4	$5K	Hold	180	–	–	﹤0.01%	298
2018 Q3	$6K	Hold	180	–	–	﹤0.01%	293
2018 Q2	$6K	Buy	+180	New	+$5.87K	﹤0.01%	223

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

Ironwood Financial's HEDJ Position: Q1 2020 in Review

Ironwood Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 180 shares — an estimated $6K sold.

Ironwood Financial first reported a position in HEDJ in Q2 2018 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Ironwood Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 180 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $6K.
Ironwood Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2018 and held it in 7 quarters.
Ironwood Financial's WisdomTree Europe Hedged Equity Fund position peaked at $6K in Q4 2019.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.