Strategic Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Strategic Investment Advisors’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	-32,662	Closed	-$837K	–	173
2020 Q1	$837K	Buy	32,662 +1,484	+5%	+$47.3K	0.38%	58
2019 Q4	$1.1M	Buy	31,178 +2,100	+7%	+$72.4K	0.45%	53
2019 Q3	$981K	Buy	29,078 +2,594	+10%	+$85.3K	0.47%	47
2019 Q2	$876K	Buy	26,484 +4,464	+20%	+$147K	0.48%	48
2019 Q1	$704K	Buy	22,020 +1,464	+7%	+$44.8K	0.48%	48
2018 Q4	$580K	Buy	+20,556	New	+$609K	0.52%	48

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Strategic Investment Advisors's HEDJ Position: Q2 2020 in Review

Strategic Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 32,662 shares — an estimated $837K sold.

Strategic Investment Advisors first reported a position in HEDJ in Q4 2018 and held it in 6 quarters. The position peaked at $1.1M in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Strategic Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Strategic Investment Advisors sold 32,662 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $837K.
Strategic Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 6 quarters.
Strategic Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $1.1M in Q4 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Strategic Investment Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.