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Telemus Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Telemus Capital’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
-8,170
Closed -$288K – 399
2019
Q4 		$288K Hold
8,170
– – 0.02% 318
2019
Q3 		$275K Hold
8,170
– – 0.02% 323
2019
Q2 		$257K Sell
8,170
-13,208
-62% -$434K 0.02% 319
2019
Q1 		$683K Sell
21,378
-900
-4% -$27.6K 0.05% 233
2018
Q4 		$629K Buy
22,278
+426
+2% +$12.6K 0.05% 237
2018
Q3 		$691K Sell
21,852
-20,380
-48% -$653K 0.05% 253
2018
Q2 		$1.33M Buy
42,232
+6,204
+17% +$202K 0.1% 164
2018
Q1 		$1.13M Sell
36,028
-410
-1% -$13.1K 0.09% 185
2017
Q4 		$1.16M Buy
+36,438
New +$1.18M 0.09% 188
2017
Q3 		– Sell
-16,008
Closed -$499K – 334
2017
Q2 		$499K Sell
16,008
-428
-3% -$13.9K 0.05% 233
2017
Q1 		$516K Buy
+16,436
New +$489K 0.05% 212
2016
Q4 		– Sell
-21,702
Closed -$583K – 322
2016
Q3 		$583K Sell
21,702
-546,758
-96% -$14.4M 0.07% 202
2016
Q2 		$14.4M Sell
568,460
-117,800
-17% -$3.06M 1.78% 7
2016
Q1 		$17.8M Buy
686,260
+410,294
+149% +$10.4M 2.96% 3
2015
Q4 		$7.42M Sell
275,966
-458,938
-62% -$13.5M 2.01% 13
2015
Q3 		$20.1M Buy
734,904
+46,178
+7% +$1.39M 5.23% 6
2015
Q2 		$21.2M Buy
+688,726
New +$22.5M 5.33% 6

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Telemus Capital's HEDJ Position: Q1 2020 in Review

Telemus Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 8,170 shares — an estimated $288K sold.

Telemus Capital first reported a position in HEDJ in Q2 2015 and held it in 17 quarters. The position peaked at $21.2M in Q2 2015. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Telemus Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Telemus Capital sold 8,170 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $288K.
  • Telemus Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 17 quarters.
  • Telemus Capital's WisdomTree Europe Hedged Equity Fund position peaked at $21.2M in Q2 2015.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Telemus Capital's 13F filing for Q1 2020, filed 5 Jun 2020.