RC
HEDJ icon

RegentAtlantic Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

RegentAtlantic Capital’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
-7,360
Closed -$260K – 440
2019
Q4 		$260K Buy
7,360
+586
+9% +$20.2K 0.02% 406
2019
Q3 		$228K Hold
6,774
– – 0.02% 406
2019
Q2 		$224K Hold
6,774
– – 0.02% 406
2019
Q1 		$216K Buy
+6,774
New +$207K 0.02% 414
2018
Q4 		– Sell
-6,368
Closed -$201K – 414
2018
Q3 		$201K Hold
6,368
– – 0.02% 425
2018
Q2 		$201K Hold
6,368
– – 0.02% 395
2018
Q1 		$200K Sell
6,368
-230
-3% -$7.34K 0.02% 400
2017
Q4 		$210K Buy
6,598
+230
+4% +$7.47K 0.02% 408
2017
Q3 		$206K Sell
6,368
-800
-11% -$25.1K 0.02% 401
2017
Q2 		$223K Hold
7,168
– – 0.02% 378
2017
Q1 		$225K Buy
+7,168
New +$213K 0.02% 375
2015
Q4 		– Sell
-8,094
Closed -$221K – 377
2015
Q3 		$221K Buy
8,094
+1,586
+24% +$47.7K 0.02% 345
2015
Q2 		$200K Sell
6,508
-400
-6% -$13.1K 0.02% 357
2015
Q1 		$228K Buy
6,908
+6,768
+4,834% +$210K 0.02% 328
2014
Q4 		$3.89K Buy
+140
New +$3.96K ﹤0.01% 1045

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

RegentAtlantic Capital's HEDJ Position: Q1 2020 in Review

RegentAtlantic Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 7,360 shares — an estimated $260K sold.

RegentAtlantic Capital first reported a position in HEDJ in Q4 2014 and held it in 15 quarters. The position peaked at $260K in Q4 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • RegentAtlantic Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • RegentAtlantic Capital sold 7,360 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $260K.
  • RegentAtlantic Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 15 quarters.
  • RegentAtlantic Capital's WisdomTree Europe Hedged Equity Fund position peaked at $260K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on RegentAtlantic Capital's 13F filing for Q1 2020, filed 14 May 2020.