Keel Point’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Keel Point’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
2022 Q1	–	Sell	-6,296	Closed	-$252K	–	283
2021 Q4	$252K	Sell	6,296 -18,204	-74%	-$717K	0.03%	235
2021 Q3	$932K	Buy	+24,500	New	+$961K	0.12%	115
2020 Q2	–	Sell	-23,206	Closed	-$595K	–	194
2020 Q1	$595K	Buy	23,206 +1,358	+6%	+$43.3K	0.08%	104
2019 Q4	$771K	Buy	+21,848	New	+$753K	0.08%	98
2019 Q3	–	Sell	-150,210	Closed	-$4.97M	–	194
2019 Q2	$4.97M	Buy	+150,210	New	+$4.93M	0.57%	31
2018 Q4	–	Sell	-11,096	Closed	-$351K	–	215
2018 Q3	$351K	Sell	11,096 -21,022	-65%	-$674K	0.04%	130
2018 Q2	$1.01M	Sell	32,118 -3,238	-9%	-$106K	0.13%	55
2018 Q1	$1.11M	Sell	35,356 -462	-1%	-$14.8K	0.15%	45
2017 Q4	$1.14M	Buy	35,818 +42	+0.1%	+$1.36K	0.16%	50
2017 Q3	$1.16M	Sell	35,776 -253,888	-88%	-$7.96M	0.18%	50
2017 Q2	$9.03M	Buy	+289,664	New	+$9.38M	1.81%	14

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $765B AUM 28.39% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Keel Point's HEDJ Position: Q1 2022 in Review

Keel Point sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 6,296 shares — an estimated $252K sold.

Keel Point first reported a position in HEDJ in Q2 2017 and held it in 11 quarters. The position peaked at $9.03M in Q2 2017. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Keel Point reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Keel Point sold 6,296 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $252K.
Keel Point first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2017 and held it in 11 quarters.
Keel Point's WisdomTree Europe Hedged Equity Fund position peaked at $9.03M in Q2 2017.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Keel Point's 13F filing for Q1 2022, filed 27 Apr 2022.