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Petix & Botte Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Petix & Botte Financial’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
-5,986
Closed -$210K – 72
2019
Q4 		$210K Buy
+5,986
New +$206K 0.17% 78

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Petix & Botte Financial's HEDJ Position: Q1 2020 in Review

Petix & Botte Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 5,986 shares — an estimated $210K sold.

Petix & Botte Financial first reported a position in HEDJ in Q4 2019 and held it in 1 quarter. The position peaked at $210K in Q4 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Petix & Botte Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Petix & Botte Financial sold 5,986 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $210K.
  • Petix & Botte Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 1 quarter.
  • Petix & Botte Financial's WisdomTree Europe Hedged Equity Fund position peaked at $210K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Petix & Botte Financial's 13F filing for Q1 2020, filed 29 Apr 2020.