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

Murphy 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
2020 Q1	–	Sell	-6,306	Closed	-$222K	–	207
2019 Q4	$222K	Buy	+6,306	New	+$217K	0.03%	215
2016 Q1	–	Sell	-239,322	Closed	-$6.44M	–	310
2015 Q4	$6.44M	Sell	239,322 -65,264	-21%	-$1.93M	0.98%	29
2015 Q3	$8.32M	Sell	304,586 -4,544	-1%	-$137K	1.37%	16
2015 Q2	$9.52M	Buy	309,130 +5,158	+2%	+$168K	1.42%	13
2015 Q1	$10.1M	Buy	+303,972	New	+$9.42M	1.48%	10

Other funds holding HEDJ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Murphy Capital Management's HEDJ Position: Q1 2020 in Review

Murphy Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 6,306 shares — an estimated $222K sold.

Murphy Capital Management first reported a position in HEDJ in Q1 2015 and held it in 5 quarters. The position peaked at $10.1M in Q1 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Murphy Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Murphy Capital Management sold 6,306 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $222K.
Murphy Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 5 quarters.
Murphy Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $10.1M in Q1 2015.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Murphy Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.