Private Wealth Advisors (California)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Private Wealth Advisors (California)’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	-9,614	Closed	-$339K	–	66
2019 Q4	$339K	Sell	9,614 -9,766	-50%	-$337K	0.2%	64
2019 Q3	$652K	Sell	19,380 -2,064	-10%	-$67.9K	0.42%	39
2019 Q2	$685K	Hold	21,444	–	–	0.47%	36
2019 Q1	$685K	Sell	21,444 -450	-2%	-$13.8K	0.47%	36
2018 Q4	$618K	Buy	+21,894	New	+$649K	0.5%	35

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Private Wealth Advisors (California)'s HEDJ Position: Q1 2020 in Review

Private Wealth Advisors (California) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 9,614 shares — an estimated $339K sold.

Private Wealth Advisors (California) first reported a position in HEDJ in Q4 2018 and held it in 5 quarters. The position peaked at $685K in Q2 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Private Wealth Advisors (California) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Private Wealth Advisors (California) sold 9,614 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $339K.
Private Wealth Advisors (California) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 5 quarters.
Private Wealth Advisors (California)'s WisdomTree Europe Hedged Equity Fund position peaked at $685K in Q2 2019.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2020, filed 14 May 2020.