Sowell Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-23,652	Closed	-$606K	–	2545
2020 Q1	$606K	Sell	23,652 -6,872	-23%	-$219K	0.04%	347
2019 Q4	$1.08M	Sell	30,524 -22,408	-42%	-$772K	0.08%	247
2019 Q3	$1.78M	Buy	+52,932	New	+$1.74M	0.15%	146

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

PVH

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

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 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

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

Sowell Financial Services's HEDJ Position: Q2 2020 in Review

Sowell Financial Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 23,652 shares — an estimated $606K sold.

Sowell Financial Services first reported a position in HEDJ in Q3 2019 and held it in 3 quarters. The position peaked at $1.78M in Q3 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Sowell Financial Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 23,652 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $606K.
Sowell Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2019 and held it in 3 quarters.
Sowell Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $1.78M in Q3 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.