TrueWealth LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

TrueWealth LLC’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	$57K	Buy	1,862 +20	+1%	+$569	0.02%	266
2020 Q1	$47K	Buy	1,842 +8	+0.4%	+$255	0.02%	258
2019 Q4	$65K	Hold	1,834	–	–	0.03%	244
2019 Q3	$62K	Hold	1,834	–	–	0.03%	244
2019 Q2	$61K	Buy	1,834 +30	+2%	+$985	0.03%	246
2019 Q1	$58K	Hold	1,804	–	–	0.03%	252
2018 Q4	$51K	Hold	1,804	–	–	0.03%	248
2018 Q3	$57K	Hold	1,804	–	–	0.03%	254
2018 Q2	$57K	Buy	+1,804	New	+$58.8K	0.03%	250

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

TrueWealth LLC's HEDJ Position: Q2 2020 in Review

TrueWealth LLC increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.1% in Q2 2020, buying an estimated $569 and bringing the position to 1,862 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #266.

TrueWealth LLC first reported a position in HEDJ in Q2 2018 and has held it in 9 quarters since. The position peaked at $65K in Q4 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

TrueWealth LLC held 1,862 shares of WisdomTree Europe Hedged Equity Fund worth $57K as of Q2 2020.
TrueWealth LLC bought 20 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $569.
WisdomTree Europe Hedged Equity Fund made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #266 holding.
TrueWealth LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2018 and has held it in 9 quarters since.
TrueWealth LLC's WisdomTree Europe Hedged Equity Fund position peaked at $65K in Q4 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.