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

Truvestments 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
2018 Q3	$595K	Sell	18,814 -1,212	-6%	-$38.9K	0.29%	92
2018 Q2	$632K	Buy	+20,026	New	+$653K	0.4%	84

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Truvestments Capital's HEDJ Position: Q3 2018 in Review

Truvestments Capital reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 6.1% in Q3 2018, selling an estimated $38.9K and leaving 18,814 shares worth $595K. The position accounts for 0.29% of the portfolio, ranked #92.

Truvestments Capital first reported a position in HEDJ in Q2 2018 and has held it in 2 quarters since. The position peaked at $632K in Q2 2018. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

Truvestments Capital held 18,814 shares of WisdomTree Europe Hedged Equity Fund worth $595K as of Q3 2018.
Truvestments Capital sold 1,212 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $38.9K.
WisdomTree Europe Hedged Equity Fund made up 0.29% of Truvestments Capital's portfolio in Q3 2018, its #92 holding.
Truvestments Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2018 and has held it in 2 quarters since.
Truvestments Capital's WisdomTree Europe Hedged Equity Fund position peaked at $632K in Q2 2018.
275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Truvestments Capital's 13F filing for Q3 2018, filed 22 Oct 2018.