Newport Wealth Strategies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Newport Wealth Strategies’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	-14,108	Closed	-$498K	–	91
2019 Q4	$498K	Buy	14,108 +4	+0%	+$138	0.36%	53
2019 Q3	$475K	Buy	14,104 +2	+0%	+$66	0.43%	48
2019 Q2	$467K	Buy	14,102 +34	+0.2%	+$1.12K	0.43%	47
2019 Q1	$461K	Hold	14,068	–	–	0.46%	48
2018 Q4	$408K	Sell	14,068 -1,900	-12%	-$56.3K	0.56%	45
2018 Q3	$477K	Buy	15,968 +1,406	+10%	+$45.1K	0.61%	42
2018 Q2	$460K	Sell	14,562 -14,614	-50%	-$476K	0.53%	43
2018 Q1	$915K	Sell	29,176 -7,952	-21%	-$254K	0.72%	33
2017 Q4	$1.22M	Buy	+37,128	New	+$1.21M	0.88%	27

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Newport Wealth Strategies's HEDJ Position: Q1 2020 in Review

Newport Wealth Strategies sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 14,108 shares — an estimated $498K sold.

Newport Wealth Strategies first reported a position in HEDJ in Q4 2017 and held it in 9 quarters. The position peaked at $1.22M in Q4 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Newport Wealth Strategies reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Newport Wealth Strategies sold 14,108 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $498K.
Newport Wealth Strategies first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 9 quarters.
Newport Wealth Strategies's WisdomTree Europe Hedged Equity Fund position peaked at $1.22M in Q4 2017.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Newport Wealth Strategies's 13F filing for Q1 2020, filed 16 Apr 2020.