Simplicity Solutions’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-15,972	Closed	-$529K	–	691
2020 Q4	$529K	Buy	+15,972	New	+$513K	0.01%	688
2020 Q2	–	Sell	-141,144	Closed	-$3.62M	–	901
2020 Q1	$3.62M	Sell	141,144 -26,146	-16%	-$834K	0.11%	162
2019 Q4	$5.9M	Buy	167,290 +28,298	+20%	+$975K	0.18%	102
2019 Q3	$4.68M	Sell	138,992 -2,530	-2%	-$83.2K	0.19%	89
2019 Q2	$4.68M	Buy	141,522 +57,408	+68%	+$1.89M	0.2%	77
2019 Q1	$2.69M	Buy	84,114 +43,946	+109%	+$1.35M	0.16%	120
2018 Q4	$1.13M	Sell	40,168 -34,346	-46%	-$1.02M	0.15%	163
2018 Q3	$2.35M	Buy	74,514 +21,372	+40%	+$685K	0.13%	97
2018 Q2	$1.68M	Buy	53,142 +2,966	+6%	+$96.7K	0.12%	96
2018 Q1	$1.57M	Buy	+50,176	New	+$1.6M	0.14%	89

Other funds holding HEDJ

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PVH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions's HEDJ Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2021, closing a stake of 15,972 shares — an estimated $529K sold.

Simplicity Solutions first reported a position in HEDJ in Q1 2018 and held it in 10 quarters. The position peaked at $5.9M in Q4 2019. 189 funds tracked by Wall St. Rank hold HEDJ as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 15,972 WisdomTree Europe Hedged Equity Fund shares in Q1 2021, an estimated $529K.
Simplicity Solutions first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 10 quarters.
Simplicity Solutions's WisdomTree Europe Hedged Equity Fund position peaked at $5.9M in Q4 2019.
189 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.