Sargent Bickham Lagudis’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sargent Bickham Lagudis’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	-426	Closed	-$15K	–	837
2019 Q4	$15K	Buy	+426	New	+$14.7K	﹤0.01%	558
2016 Q2	–	Sell	-1,874	Closed	-$49K	–	737
2016 Q1	$49K	Buy	+1,874	New	+$47.4K	0.01%	358

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Sargent Bickham Lagudis's HEDJ Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 426 shares — an estimated $15K sold.

Sargent Bickham Lagudis first reported a position in HEDJ in Q1 2016 and held it in 2 quarters. The position peaked at $49K in Q1 2016. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Sargent Bickham Lagudis reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 426 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $15K.
Sargent Bickham Lagudis first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2016 and held it in 2 quarters.
Sargent Bickham Lagudis's WisdomTree Europe Hedged Equity Fund position peaked at $49K in Q1 2016.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.