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

Rothschild Capital Partners’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 Q4	–	Sell	-250,632	Closed	-$7.74M	–	39
2020 Q3	$7.74M	Sell	250,632 -63,268	-20%	-$1.97M	3.06%	11
2020 Q2	$9.53M	Buy	+313,900	New	+$8.93M	3.98%	10
2017 Q3	–	Sell	-146,920	Closed	-$4.58M	–	54
2017 Q2	$4.58M	Hold	146,920	–	–	1.74%	21
2017 Q1	$4.61M	Sell	146,920 -145,430	-50%	-$4.33M	1.8%	23
2016 Q4	$8.39M	Buy	+292,350	New	+$8M	3.57%	7
2015 Q3	–	Sell	-344,370	Closed	-$10.6M	–	45
2015 Q2	$10.6M	Buy	344,370 +121,570	+55%	+$3.97M	4.57%	7
2015 Q1	$7.37M	Buy	+222,800	New	+$6.91M	3.29%	12

Other funds holding HEDJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rothschild Capital Partners's HEDJ Position: Q4 2020 in Review

Rothschild Capital Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2020, closing a stake of 250,632 shares — an estimated $7.74M sold.

Rothschild Capital Partners first reported a position in HEDJ in Q1 2015 and held it in 7 quarters. The position peaked at $10.6M in Q2 2015. 187 funds tracked by Wall St. Rank hold HEDJ as of Q4 2020.

Rothschild Capital Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2020 after selling out during the quarter.
Rothschild Capital Partners sold 250,632 WisdomTree Europe Hedged Equity Fund shares in Q4 2020, an estimated $7.74M.
Rothschild Capital Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 7 quarters.
Rothschild Capital Partners's WisdomTree Europe Hedged Equity Fund position peaked at $10.6M in Q2 2015.
187 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2020.

Based on Rothschild Capital Partners's 13F filing for Q4 2020, filed 29 Jan 2021.