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

NovaPoint Capital’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
2021 Q1	–	Sell	-8,160	Closed	-$271K	–	118
2020 Q4	$271K	Sell	8,160 -164	-2%	-$5.27K	0.14%	92
2020 Q3	$257K	Hold	8,324	–	–	0.17%	85
2020 Q2	$253K	Hold	8,324	–	–	0.19%	76
2020 Q1	$213K	Sell	8,324 -132	-2%	-$4.21K	0.19%	83
2019 Q4	$298K	Buy	+8,456	New	+$291K	0.23%	88

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

NovaPoint Capital's HEDJ Position: Q1 2021 in Review

NovaPoint Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 8,160 shares — an estimated $271K sold.

NovaPoint Capital first reported a position in HEDJ in Q4 2019 and held it in 5 quarters. The position peaked at $298K in Q4 2019. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

NovaPoint Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
NovaPoint Capital sold 8,160 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $271K.
NovaPoint Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 5 quarters.
NovaPoint Capital's WisdomTree Europe Hedged Equity Fund position peaked at $298K in Q4 2019.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on NovaPoint Capital's 13F filing for Q1 2021, filed 13 May 2021.