TPG Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

TPG Financial 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	-113,794	Closed	-$2.92M	–	40
2020 Q1	$2.92M	Sell	113,794 -2,238	-2%	-$71.4K	2.89%	12
2019 Q4	$4.09M	Buy	116,032 +5,130	+5%	+$177K	3.37%	12
2019 Q3	$3.73M	Buy	110,902 +21,810	+24%	+$718K	3.36%	12
2019 Q2	$3.01M	Sell	89,092 -21,020	-19%	-$690K	2.76%	10
2019 Q1	$3.57M	Buy	110,112 +15,888	+17%	+$487K	3.45%	11
2018 Q4	$2.66M	Buy	+94,224	New	+$2.79M	2.89%	13

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

TPG Financial Advisors's HEDJ Position: Q2 2020 in Review

TPG Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 113,794 shares — an estimated $2.92M sold.

TPG Financial Advisors first reported a position in HEDJ in Q4 2018 and held it in 6 quarters. The position peaked at $4.09M in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

TPG Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
TPG Financial Advisors sold 113,794 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $2.92M.
TPG Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 6 quarters.
TPG Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $4.09M in Q4 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on TPG Financial Advisors's 13F filing for Q2 2020, filed 10 Jul 2020.