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Pinnacle Advisory Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Pinnacle Advisory Group’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
-22,140
Closed -$734K – 251
2020
Q4 		$734K Hold
22,140
– – 0.04% 110
2020
Q3 		$684K Hold
22,140
– – 0.05% 109
2020
Q2 		$672K Hold
22,140
– – 0.05% 109
2020
Q1 		$567K Hold
22,140
– – 0.05% 101
2019
Q4 		$781K Sell
22,140
-56
-0.3% -$1.93K 0.05% 99
2019
Q3 		$747K Buy
22,196
+56
+0.3% +$1.84K 0.05% 93
2019
Q2 		$733K Hold
22,140
– – 0.05% 100
2019
Q1 		$707K Sell
22,140
-246
-1% -$7.54K 0.05% 98
2018
Q4 		$632K Hold
22,386
– – 0.05% 97
2018
Q3 		$708K Sell
22,386
-970
-4% -$31.1K 0.05% 93
2018
Q2 		$737K Sell
23,356
-772
-3% -$25.2K 0.04% 86
2018
Q1 		$757K Hold
24,128
– – 0.05% 96
2017
Q4 		$769K Sell
24,128
-578
-2% -$18.8K 0.04% 103
2017
Q3 		$799K Sell
24,706
-819,860
-97% -$25.7M 0.05% 90
2017
Q2 		$26.3M Buy
844,566
+17,000
+2% +$551K 1.67% 18
2017
Q1 		$26M Sell
827,566
-21,118
-2% -$629K 1.7% 18
2016
Q4 		$24.4M Sell
848,684
-19,510
-2% -$534K 1.65% 19
2016
Q3 		$23.3M Buy
868,194
+14,048
+2% +$371K 1.95% 16
2016
Q2 		$21.6M Buy
854,146
+2,432
+0.3% +$63.2K 1.66% 21
2016
Q1 		$22.1M Buy
851,714
+49,434
+6% +$1.25M 2.1% 14
2015
Q4 		$21.6M Buy
802,280
+53,740
+7% +$1.59M 1.94% 17
2015
Q3 		$20.5M Sell
748,540
-129,526
-15% -$3.9M 2.18% 15
2015
Q2 		$27M Sell
878,066
-6,332
-0.7% -$207K 2.63% 14
2015
Q1 		$29.2M Buy
884,398
+868,010
+5,297% +$26.9M 2.62% 15
2014
Q4 		$455K Hold
16,388
– – 0.04% 90
2014
Q3 		$473K Sell
16,388
-3,204
-16% -$92.2K 0.06% 66
2014
Q2 		$572K Buy
+19,592
New +$570K 0.07% 58
2014
Q1 		– Sell
-20,022
Closed -$554K – 113
2013
Q4 		$554K Sell
20,022
-1,263,560
-98% -$34.4M 0.07% 45
2013
Q3 		$34.1M Sell
1,283,582
-2,302
-0.2% -$59.2K 3.99% 10
2013
Q2 		$30.9M Buy
+1,285,884
New +$32.5M 4.11% 11

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PC
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Advisory Group's HEDJ Position: Q1 2021 in Review

Pinnacle Advisory Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 22,140 shares — an estimated $734K sold.

Pinnacle Advisory Group first reported a position in HEDJ in Q2 2013 and held it in 30 quarters. The position peaked at $34.1M in Q3 2013. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

  • Pinnacle Advisory Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Advisory Group sold 22,140 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $734K.
  • Pinnacle Advisory Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 30 quarters.
  • Pinnacle Advisory Group's WisdomTree Europe Hedged Equity Fund position peaked at $34.1M in Q3 2013.
  • 189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.