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Starfire Investment Advisers’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Starfire Investment Advisers’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 		$924K Buy
30,464
+44
+0.1% +$1.25K 0.44% 60
2020
Q1 		$779K Sell
30,420
-1,350
-4% -$43.1K 0.43% 61
2019
Q4 		$1.12M Sell
31,770
-564
-2% -$19.4K 0.43% 55
2019
Q3 		$1.09M Sell
32,334
-954
-3% -$31.4K 0.45% 54
2019
Q2 		$1.1M Sell
33,288
-1,576
-5% -$51.8K 0.49% 49
2019
Q1 		$1.11M Sell
34,864
-2,634
-7% -$80.7K 0.51% 47
2018
Q4 		$1.06M Sell
37,498
-7,418
-17% -$220K 0.57% 44
2018
Q3 		$1.42M Sell
44,916
-2,530
-5% -$81.1K 0.7% 32
2018
Q2 		$1.5M Sell
47,446
-3,170
-6% -$103K 0.76% 32
2018
Q1 		$1.59M Buy
+50,616
New +$1.62M 0.83% 31
2017
Q4 		– Sell
-85,748
Closed -$2.77M – 177
2017
Q3 		$2.77M Sell
85,748
-1,548
-2% -$48.5K 1.68% 17
2017
Q2 		$2.72M Buy
87,296
+270
+0.3% +$8.75K 1.59% 18
2017
Q1 		$2.73M Sell
87,026
-798
-0.9% -$23.8K 1.47% 19
2016
Q4 		$2.52M Sell
87,824
-3,646
-4% -$99.7K 1.44% 20
2016
Q3 		$2.46M Sell
91,470
-436
-0.5% -$11.5K 1.45% 20
2016
Q2 		$2.32M Sell
91,906
-2,744
-3% -$71.3K 1.6% 18
2016
Q1 		$2.46M Buy
94,650
+6,874
+8% +$174K 1.61% 19
2015
Q4 		$2.36M Buy
87,776
+18,606
+27% +$549K 1.62% 18
2015
Q3 		$1.89M Buy
69,170
+16,750
+32% +$504K 1.38% 19
2015
Q2 		$1.61M Buy
52,420
+22,140
+73% +$723K 1.07% 26
2015
Q1 		$1M Buy
+30,280
New +$939K 0.66% 40

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $786M AUM 13.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Starfire Investment Advisers's HEDJ Position: Q2 2020 in Review

Starfire Investment Advisers increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.14% in Q2 2020, buying an estimated $1.25K and bringing the position to 30,464 shares worth $924K. The position accounts for 0.44% of the portfolio, ranked #60.

Starfire Investment Advisers first reported a position in HEDJ in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.77M in Q3 2017. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

  • Starfire Investment Advisers held 30,464 shares of WisdomTree Europe Hedged Equity Fund worth $924K as of Q2 2020.
  • Starfire Investment Advisers bought 44 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $1.25K.
  • WisdomTree Europe Hedged Equity Fund made up 0.44% of Starfire Investment Advisers's portfolio in Q2 2020, its #60 holding.
  • Starfire Investment Advisers first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's WisdomTree Europe Hedged Equity Fund position peaked at $2.77M in Q3 2017.
  • 194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.