Regent Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Regent Investment Management’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
2019 Q3	–	Sell	-23,070	Closed	-$763K	–	206
2019 Q2	$763K	Buy	+23,070	New	+$758K	0.25%	105
2018 Q3	–	Sell	-18,920	Closed	-$597K	–	204
2018 Q2	$597K	Buy	+18,920	New	+$617K	0.2%	117
2017 Q3	–	Sell	-29,960	Closed	-$934K	–	211
2017 Q2	$934K	Buy	29,960 +5,000	+20%	+$162K	0.33%	86
2017 Q1	$784K	Buy	+24,960	New	+$743K	0.3%	101

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regent Investment Management's HEDJ Position: Q3 2019 in Review

Regent Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 23,070 shares — an estimated $763K sold.

Regent Investment Management first reported a position in HEDJ in Q1 2017 and held it in 4 quarters. The position peaked at $934K in Q2 2017. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

Regent Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Regent Investment Management sold 23,070 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $763K.
Regent Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2017 and held it in 4 quarters.
Regent Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $934K in Q2 2017.
246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Regent Investment Management's 13F filing for Q3 2019, filed 17 Oct 2019.