PVH
HEDJ icon

Psagot Value Holdings’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Psagot Value Holdings’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
Q3 		– Sell
-8,534
Closed -$325K – 438
2021
Q2 		$325K Sell
8,534
-453,812
-98% -$17.1M 0.01% 256
2021
Q1 		$16.8M Sell
462,346
-190,458
-29% -$6.56M 0.38% 71
2020
Q4 		$21.6M Sell
652,804
-95,856
-13% -$3.08M 0.5% 53
2020
Q3 		$23.1M Sell
748,660
-59,122
-7% -$1.84M 0.58% 42
2020
Q2 		$24.5M Sell
807,782
-2,576
-0.3% -$73.3K 0.68% 36
2020
Q1 		$20.8M Sell
810,358
-94,130
-10% -$3M 0.85% 29
2019
Q4 		$31.9M Buy
904,488
+160,150
+22% +$5.52M 1.08% 22
2019
Q3 		$25M Buy
744,338
+269,802
+57% +$8.88M 1.03% 28
2019
Q2 		$15.7M Sell
474,536
-222,090
-32% -$7.29M 0.64% 43
2019
Q1 		$22.3M Sell
696,626
-11,338
-2% -$347K 0.94% 28
2018
Q4 		$20M Sell
707,964
-57,992
-8% -$1.72M 0.92% 30
2018
Q3 		$24.2M Sell
765,956
-121,930
-14% -$3.91M 1.08% 29
2018
Q2 		$28M Sell
887,886
-39,534
-4% -$1.29M 1.31% 22
2018
Q1 		$29.1M Sell
927,420
-172,086
-16% -$5.5M 1.26% 23
2017
Q4 		$35M Buy
1,099,506
+66,924
+6% +$2.17M 1.52% 19
2017
Q3 		$33.4M Sell
1,032,582
-295,102
-22% -$9.25M 1.41% 22
2017
Q2 		$41.4M Sell
1,327,684
-323,866
-20% -$10.5M 1.77% 17
2017
Q1 		$51.9M Buy
1,651,550
+55,778
+3% +$1.66M 2.18% 13
2016
Q4 		$45.8M Sell
1,595,772
-214,022
-12% -$5.85M 1.96% 15
2016
Q3 		$48.6M Sell
1,809,794
-182,732
-9% -$4.83M 2.04% 14
2016
Q2 		$50.3M Sell
1,992,526
-293,668
-13% -$7.63M 2.17% 13
2016
Q1 		$59.4M Sell
2,286,194
-2,309,804
-50% -$58.5M 2.46% 11
2015
Q4 		$124M Buy
4,595,998
+879,958
+24% +$26M 4.43% 4
2015
Q3 		$102M Buy
3,716,040
+507,680
+16% +$15.3M 3.68% 7
2015
Q2 		$98.8M Buy
3,208,360
+778,912
+32% +$25.4M 3.13% 8
2015
Q1 		$80.3M Buy
2,429,448
+2,374,234
+4,300% +$73.6M 2.54% 12
2014
Q4 		$1.54M Buy
+55,214
New +$1.56M 0.05% 135

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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Psagot Value Holdings's HEDJ Position: Q3 2021 in Review

Psagot Value Holdings sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2021, closing a stake of 8,534 shares — an estimated $325K sold.

Psagot Value Holdings first reported a position in HEDJ in Q4 2014 and held it in 27 quarters. The position peaked at $124M in Q4 2015. 191 funds tracked by Wall St. Rank hold HEDJ as of Q3 2021.

  • Psagot Value Holdings reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Psagot Value Holdings sold 8,534 WisdomTree Europe Hedged Equity Fund shares in Q3 2021, an estimated $325K.
  • Psagot Value Holdings first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 27 quarters.
  • Psagot Value Holdings's WisdomTree Europe Hedged Equity Fund position peaked at $124M in Q4 2015.
  • 191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2021.

Based on Psagot Value Holdings's 13F filing for Q3 2021, filed 16 Nov 2021.