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

MV 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 Q3	–	Sell	-544	Closed	-$17K	–	276
2020 Q2	$17K	Buy	+544	New	+$15.5K	﹤0.01%	207
2018 Q1	–	Sell	-446	Closed	-$14K	–	361
2017 Q4	$14K	Hold	446	–	–	﹤0.01%	225
2017 Q3	$14K	Hold	446	–	–	﹤0.01%	224
2017 Q2	$14K	Buy	+446	New	+$14.4K	﹤0.01%	225

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

PVH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

MV Capital Management's HEDJ Position: Q3 2020 in Review

MV Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2020, closing a stake of 544 shares — an estimated $17K sold.

MV Capital Management first reported a position in HEDJ in Q2 2017 and held it in 4 quarters. The position peaked at $17K in Q2 2020. 194 funds tracked by Wall St. Rank hold HEDJ as of Q3 2020.

MV Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2020 after selling out during the quarter.
MV Capital Management sold 544 WisdomTree Europe Hedged Equity Fund shares in Q3 2020, an estimated $17K.
MV Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2017 and held it in 4 quarters.
MV Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $17K in Q2 2020.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2020.

Based on MV Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.