United Asset Strategies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-163,764	Closed	-$5.78M	–	193
2019 Q4	$5.78M	Buy	163,764 +1,538	+0.9%	+$53K	1.12%	32
2019 Q3	$5.46M	Buy	+162,226	New	+$5.34M	1.19%	29
2016 Q2	–	Sell	-25,748	Closed	-$668K	–	142
2016 Q1	$668K	Sell	25,748 -214	-0.8%	-$5.42K	0.3%	71
2015 Q4	$698K	Sell	25,962 -9,072	-26%	-$268K	0.3%	76
2015 Q3	$957K	Sell	35,034 -2,738	-7%	-$82.3K	0.44%	57
2015 Q2	$1.16M	Buy	37,772 +2,602	+7%	+$85K	0.52%	57
2015 Q1	$1.13M	Buy	+35,170	New	+$1.09M	0.52%	57

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

United Asset Strategies's HEDJ Position: Q1 2020 in Review

United Asset Strategies sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 163,764 shares — an estimated $5.78M sold.

United Asset Strategies first reported a position in HEDJ in Q1 2015 and held it in 7 quarters. The position peaked at $5.78M in Q4 2019. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

United Asset Strategies reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
United Asset Strategies sold 163,764 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $5.78M.
United Asset Strategies first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 7 quarters.
United Asset Strategies's WisdomTree Europe Hedged Equity Fund position peaked at $5.78M in Q4 2019.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.