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

LifeSteps 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
-17,838
Closed -$630K – 86
2019
Q4 		$630K Buy
+17,838
New +$615K 0.59% 40

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

LifeSteps Financial's HEDJ Position: Q1 2020 in Review

LifeSteps Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 17,838 shares — an estimated $630K sold.

LifeSteps Financial first reported a position in HEDJ in Q4 2019 and held it in 1 quarter. The position peaked at $630K in Q4 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • LifeSteps Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • LifeSteps Financial sold 17,838 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $630K.
  • LifeSteps Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 1 quarter.
  • LifeSteps Financial's WisdomTree Europe Hedged Equity Fund position peaked at $630K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on LifeSteps Financial's 13F filing for Q1 2020, filed 21 May 2020.