IF
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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return