Marquette Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Marquette Asset 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
2020 Q4	–	Sell	-116	Closed	-$4K	–	234
2020 Q3	$4K	Hold	116	–	–	﹤0.01%	215
2020 Q2	$4K	Hold	116	–	–	﹤0.01%	235
2020 Q1	$3K	Hold	116	–	–	﹤0.01%	234
2019 Q4	$4K	Hold	116	–	–	﹤0.01%	226
2019 Q3	$4K	Hold	116	–	–	﹤0.01%	255
2019 Q2	$4K	Hold	116	–	–	﹤0.01%	246
2019 Q1	$4K	Buy	+116	New	+$3.55K	﹤0.01%	281
2018 Q1	–	Sell	-59,426	Closed	-$1.89M	–	70
2017 Q4	$1.89M	Hold	59,426	–	–	0.7%	22
2017 Q3	$1.92M	Hold	59,426	–	–	0.74%	21
2017 Q2	$1.85M	Hold	59,426	–	–	0.77%	21
2017 Q1	$1.87M	Sell	59,426 -174	-0.3%	-$5.18K	0.76%	25
2016 Q4	$1.71M	Sell	59,600 -234	-0.4%	-$6.4K	0.74%	27
2016 Q3	$1.61M	Hold	59,834	–	–	0.71%	28
2016 Q2	$1.51M	Hold	59,834	–	–	0.66%	28
2016 Q1	$1.55M	Hold	59,834	–	–	0.69%	26
2015 Q4	$1.61M	Hold	59,834	–	–	0.66%	30
2015 Q3	$1.64M	Hold	59,834	–	–	0.73%	30
2015 Q2	$1.84M	Buy	+59,834	New	+$1.95M	0.75%	31

Other funds holding HEDJ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $786B AUM 40.34% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marquette Asset Management's HEDJ Position: Q4 2020 in Review

Marquette Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2020, closing a stake of 116 shares — an estimated $4K sold.

Marquette Asset Management first reported a position in HEDJ in Q2 2015 and held it in 18 quarters. The position peaked at $1.92M in Q3 2017. 187 funds tracked by Wall St. Rank hold HEDJ as of Q4 2020.

Marquette Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
Marquette Asset Management sold 116 WisdomTree Europe Hedged Equity Fund shares in Q4 2020, an estimated $4K.
Marquette Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 18 quarters.
Marquette Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $1.92M in Q3 2017.
187 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2020.

Based on Marquette Asset Management's 13F filing for Q4 2020, filed 15 Jan 2021.