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Mather Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Mather Group’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
-6,000
Closed -$212K – 157
2019
Q4 		$212K Buy
+6,000
New +$207K 0.01% 161
2016
Q2 		– Sell
-530,714
Closed -$13.8M – 30
2016
Q1 		$13.8M Sell
530,714
-419,892
-44% -$10.6M 2.93% 11
2015
Q4 		$25.6M Sell
950,606
-14,438
-1% -$426K 5.93% 6
2015
Q3 		$26.4M Sell
965,044
-123,422
-11% -$3.71M 6.95% 5
2015
Q2 		$36M Hold
1,088,466
– – 9.48% 4
2015
Q1 		$36M Buy
1,088,466
+691,736
+174% +$21.4M 9.48% 4
2014
Q4 		$11M Buy
396,730
+67,808
+21% +$1.92M 3.18% 15
2014
Q3 		$9.5M Buy
+328,922
New +$9.46M 2.92% 15

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Mather Group's HEDJ Position: Q1 2020 in Review

Mather Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 6,000 shares — an estimated $212K sold.

Mather Group first reported a position in HEDJ in Q3 2014 and held it in 8 quarters. The position peaked at $36M in Q2 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Mather Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Mather Group sold 6,000 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $212K.
  • Mather Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 8 quarters.
  • Mather Group's WisdomTree Europe Hedged Equity Fund position peaked at $36M in Q2 2015.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Mather Group's 13F filing for Q1 2020, filed 14 May 2020.