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TIM
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
Shares
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
$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
PC
Permanens Capital
New York
$776M AUM
30.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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