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Rothschild Investment LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Rothschild Investment LLC’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
-7,884
Closed -$278K – 442
2019
Q4 		$278K Sell
7,884
-4,000
-34% -$138K 0.03% 374
2019
Q3 		$400K Sell
11,884
-1,000
-8% -$32.9K 0.05% 275
2019
Q2 		$426K Hold
12,884
– – 0.05% 271
2019
Q1 		$412K Sell
12,884
-19,552
-60% -$599K 0.05% 275
2018
Q4 		$915K Sell
32,436
-24,558
-43% -$728K 0.12% 158
2018
Q3 		$1.8M Sell
56,994
-740
-1% -$23.7K 0.21% 117
2018
Q2 		$1.82M Sell
57,734
-1,320
-2% -$43K 0.23% 114
2018
Q1 		$1.85M Sell
59,054
-3,616
-6% -$115K 0.24% 103
2017
Q4 		$2M Sell
62,670
-136
-0.2% -$4.42K 0.22% 111
2017
Q3 		$2.03M Sell
62,806
-3,238
-5% -$101K 0.23% 103
2017
Q2 		$2.06M Sell
66,044
-3,056
-4% -$99K 0.23% 107
2017
Q1 		$2.17M Sell
69,100
-4,850
-7% -$144K 0.25% 98
2016
Q4 		$2.12M Sell
73,950
-3,314
-4% -$90.7K 0.26% 104
2016
Q3 		$2.08M Sell
77,264
-2,484
-3% -$65.6K 0.25% 103
2016
Q2 		$2.02M Sell
79,748
-9,602
-11% -$249K 0.26% 103
2016
Q1 		$2.32M Sell
89,350
-55,914
-38% -$1.42M 0.3% 91
2015
Q4 		$3.91M Buy
145,264
+5,392
+4% +$159K 0.5% 55
2015
Q3 		$3.82M Buy
139,872
+3,938
+3% +$118K 0.5% 53
2015
Q2 		$4.19M Buy
135,934
+9,460
+7% +$309K 0.49% 51
2015
Q1 		$4.18M Buy
126,474
+93,710
+286% +$2.9M 0.49% 51
2014
Q4 		$911K Buy
32,764
+22,760
+228% +$644K 0.11% 195
2014
Q3 		$289K Buy
+10,004
New +$288K 0.04% 387

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

Rothschild Investment LLC's HEDJ Position: Q1 2020 in Review

Rothschild Investment LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 7,884 shares — an estimated $278K sold.

Rothschild Investment LLC first reported a position in HEDJ in Q3 2014 and held it in 22 quarters. The position peaked at $4.19M in Q2 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Rothschild Investment LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Rothschild Investment LLC sold 7,884 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $278K.
  • Rothschild Investment LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 22 quarters.
  • Rothschild Investment LLC's WisdomTree Europe Hedged Equity Fund position peaked at $4.19M in Q2 2015.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Rothschild Investment LLC's 13F filing for Q1 2020, filed 16 Apr 2020.