Tortoise Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Tortoise Investment Management’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	-150	Closed	-$4K	–	529
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	445
2019 Q4	$5K	Sell	150 -150	-50%	-$5.17K	﹤0.01%	481
2019 Q3	$10K	Hold	300	–	–	﹤0.01%	399
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	430
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	408
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	409
2018 Q3	$9K	Hold	300	–	–	﹤0.01%	411
2018 Q2	$9K	Sell	300 -800	-73%	-$26.1K	﹤0.01%	417
2018 Q1	$34K	Sell	1,100 -300	-21%	-$9.58K	0.01%	280
2017 Q4	$45K	Hold	1,400	–	–	0.01%	255
2017 Q3	$45K	Sell	1,400 -2,450	-64%	-$76.8K	0.01%	239
2017 Q2	$120K	Hold	3,850	–	–	0.04%	145
2017 Q1	$121K	Hold	3,850	–	–	0.04%	133
2016 Q4	$110K	Hold	3,850	–	–	0.04%	135
2016 Q3	$103K	Buy	3,850 +2,450	+175%	+$64.7K	0.03%	132
2016 Q2	$35K	Sell	1,400 -2,250	-62%	-$58.4K	0.01%	226
2016 Q1	$95K	Sell	3,650 -5,720	-61%	-$145K	0.03%	143
2015 Q4	$252K	Hold	9,370	–	–	0.09%	100
2015 Q3	$256K	Sell	9,370 -4,060	-30%	-$122K	0.1%	97
2015 Q2	$414K	Hold	13,430	–	–	0.16%	80
2015 Q1	$444K	Buy	13,430 +2,460	+22%	+$76.3K	0.17%	80
2014 Q4	$305K	Buy	+10,970	New	+$310K	0.12%	84

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

Tortoise Investment Management's HEDJ Position: Q2 2020 in Review

Tortoise Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 150 shares — an estimated $4K sold.

Tortoise Investment Management first reported a position in HEDJ in Q4 2014 and held it in 22 quarters. The position peaked at $444K in Q1 2015. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Tortoise Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Tortoise Investment Management sold 150 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $4K.
Tortoise Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 22 quarters.
Tortoise Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $444K in Q1 2015.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Tortoise Investment Management's 13F filing for Q2 2020, filed 6 Aug 2020.