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Laurel Wealth Advisors (California)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Laurel Wealth Advisors (California)’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
-14,524
Closed -$513K – 396
2019
Q4 		$513K Sell
14,524
-490
-3% -$16.9K 0.09% 243
2019
Q3 		$505K Sell
15,014
-3,236
-18% -$106K 0.09% 248
2019
Q2 		$604K Buy
18,250
+1,958
+12% +$64.3K 0.13% 172
2019
Q1 		$521K Sell
16,292
-1,398
-8% -$42.8K 0.13% 186
2018
Q4 		$499K Sell
17,690
-4,978
-22% -$148K 0.15% 161
2018
Q3 		$716K Sell
22,668
-1,000
-4% -$32.1K 0.18% 132
2018
Q2 		$747K Sell
23,668
-4,444
-16% -$145K 0.2% 120
2018
Q1 		$881K Sell
28,112
-108,022
-79% -$3.45M 0.27% 96
2017
Q4 		$4.29M Buy
136,134
+68,522
+101% +$2.23M 1.23% 15
2017
Q3 		$2.19M Sell
67,612
-1,110
-2% -$34.8K 0.73% 28
2017
Q2 		$2.14M Buy
68,722
+20,134
+41% +$652K 0.76% 26
2017
Q1 		$1.52M Buy
48,588
+4,044
+9% +$120K 0.59% 44
2016
Q4 		$1.28M Buy
44,544
+16,960
+61% +$464K 0.57% 51
2016
Q3 		$741K Buy
27,584
+1,300
+5% +$34.4K 0.35% 80
2016
Q2 		$664K Buy
26,284
+50
+0.2% +$1.3K 0.32% 86
2016
Q1 		$681K Buy
26,234
+5,118
+24% +$130K 0.34% 81
2015
Q4 		$568K Buy
+21,116
New +$623K 0.29% 94

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HEDJ Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 14,524 shares — an estimated $513K sold.

Laurel Wealth Advisors (California) first reported a position in HEDJ in Q4 2015 and held it in 17 quarters. The position peaked at $4.29M in Q4 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 14,524 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $513K.
  • Laurel Wealth Advisors (California) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 17 quarters.
  • Laurel Wealth Advisors (California)'s WisdomTree Europe Hedged Equity Fund position peaked at $4.29M in Q4 2017.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.