Kings Point Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Kings Point Capital Management’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	$389K	Sell	10,564 -920	-8%	-$34.9K	0.03%	144
2021 Q4	$460K	Sell	11,484 -400	-3%	-$15.8K	0.04%	154
2021 Q3	$452K	Hold	11,884	–	–	0.04%	145
2021 Q2	$453K	Buy	11,884 +2	+0%	+$75	0.04%	145
2021 Q1	$432K	Sell	11,882 -34	-0.3%	-$1.17K	0.04%	141
2020 Q4	$395K	Sell	11,916 -5,958	-33%	-$191K	0.04%	135
2020 Q3	$552K	Sell	17,874 -634	-3%	-$19.7K	0.07%	122
2020 Q2	$562K	Sell	18,508 -1,170	-6%	-$33.3K	0.08%	112
2020 Q1	$504K	Sell	19,678 -400	-2%	-$12.8K	0.09%	111
2019 Q4	$709K	Hold	20,078	–	–	0.1%	109
2019 Q3	$676K	Hold	20,078	–	–	0.11%	105
2019 Q2	$664K	Buy	20,078 +2	+0%	+$66	0.12%	97
2019 Q1	$642K	Sell	20,076 -250	-1%	-$7.66K	0.13%	93
2018 Q4	$574K	Sell	20,326 -4,000	-16%	-$119K	0.13%	93
2018 Q3	$769K	Hold	24,326	–	–	0.14%	99
2018 Q2	$768K	Buy	24,326 +2	+0%	+$65	0.15%	99
2018 Q1	$763K	Sell	24,324 -178	-0.7%	-$5.68K	0.15%	100
2017 Q4	$781K	Buy	24,502 +3,250	+15%	+$106K	0.16%	91
2017 Q3	$688K	Sell	21,252 -3,460	-14%	-$108K	0.15%	90
2017 Q2	$770K	Buy	24,712 +1,362	+6%	+$44.1K	0.18%	91
2017 Q1	$733K	Sell	23,350 -1,100	-4%	-$32.7K	0.17%	88
2016 Q4	$702K	Sell	24,450 -2,300	-9%	-$62.9K	0.17%	86
2016 Q3	$719K	Sell	26,750 -3,096	-10%	-$81.8K	0.19%	77
2016 Q2	$754K	Sell	29,846 -1,140	-4%	-$29.6K	0.19%	77
2016 Q1	$804K	Sell	30,986 -79,982	-72%	-$2.02M	0.2%	73
2015 Q4	$2.99M	Buy	110,968 +55,114	+99%	+$1.63M	0.74%	43
2015 Q3	$1.53M	Buy	55,854 +26,336	+89%	+$792K	0.4%	59
2015 Q2	$909K	Buy	29,518 +2,052	+7%	+$67K	0.22%	80
2015 Q1	$908K	Buy	27,466 +7,872	+40%	+$244K	0.23%	77
2014 Q4	$545K	Buy	+19,594	New	+$554K	0.15%	80

Other funds holding HEDJ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

KCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kings Point Capital Management's HEDJ Position: Q1 2022 in Review

Kings Point Capital Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 8% in Q1 2022, selling an estimated $34.9K and leaving 10,564 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #144.

Kings Point Capital Management first reported a position in HEDJ in Q4 2014 and has held it in 30 quarters since. The position peaked at $2.99M in Q4 2015. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Kings Point Capital Management held 10,564 shares of WisdomTree Europe Hedged Equity Fund worth $389K as of Q1 2022.
Kings Point Capital Management sold 920 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $34.9K.
WisdomTree Europe Hedged Equity Fund made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #144 holding.
Kings Point Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 30 quarters since.
Kings Point Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.99M in Q4 2015.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.