Outlook Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Outlook Wealth Advisors’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 Q2	–	Sell	-34,604	Closed	-$887K	–	170
2020 Q1	$887K	Sell	34,604 -952	-3%	-$30.4K	0.5%	50
2019 Q4	$1.25M	Buy	35,556 +1,518	+4%	+$52.3K	0.71%	32
2019 Q3	$1.15M	Buy	34,038 +1,030	+3%	+$33.9K	0.68%	38
2019 Q2	$1.09M	Buy	33,008 +8,602	+35%	+$283K	0.72%	35
2019 Q1	$780K	Sell	24,406 -24,474	-50%	-$750K	0.64%	42
2018 Q4	$1.38M	Buy	+48,880	New	+$1.45M	0.63%	36

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

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 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

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

Outlook Wealth Advisors's HEDJ Position: Q2 2020 in Review

Outlook Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 34,604 shares — an estimated $887K sold.

Outlook Wealth Advisors first reported a position in HEDJ in Q4 2018 and held it in 6 quarters. The position peaked at $1.38M in Q4 2018. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Outlook Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 34,604 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $887K.
Outlook Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 6 quarters.
Outlook Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $1.38M in Q4 2018.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Outlook Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.