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Realta Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Realta Investment 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
Q1 		– Sell
-204
Closed -$7K – 753
2019
Q4 		$7K Hold
204
– – ﹤0.01% 1241
2019
Q3 		$7K Hold
204
– – ﹤0.01% 1218
2019
Q2 		$7K Buy
204
+90
+79% +$2.96K ﹤0.01% 1250
2019
Q1 		$4K Buy
+114
New +$3.49K ﹤0.01% 1114

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Realta Investment Advisors's HEDJ Position: Q1 2020 in Review

Realta Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 204 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in HEDJ in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Realta Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 204 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $7K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.