Valley National Advisers’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Valley National Advisers’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	-284	Closed	-$7K	–	804
2020 Q1	$7K	Sell	284 -3,210	-92%	-$102K	﹤0.01%	502
2019 Q4	$123K	Hold	3,494	–	–	0.03%	226
2019 Q3	$118K	Buy	3,494 +3,210	+1,130%	+$106K	0.03%	225
2019 Q2	$9K	Hold	284	–	–	﹤0.01%	491
2019 Q1	$9K	Hold	284	–	–	﹤0.01%	486
2018 Q4	$8K	Hold	284	–	–	﹤0.01%	472
2018 Q3	$9K	Hold	284	–	–	﹤0.01%	443
2018 Q2	$9K	Hold	284	–	–	﹤0.01%	425
2018 Q1	$9K	Hold	284	–	–	﹤0.01%	416
2017 Q4	$9K	Hold	284	–	–	﹤0.01%	419
2017 Q3	$9K	Hold	284	–	–	﹤0.01%	416
2017 Q2	$9K	Hold	284	–	–	﹤0.01%	410
2017 Q1	$9K	Sell	284 -870	-75%	-$25.9K	﹤0.01%	419
2016 Q4	$33K	Sell	1,154 -1,930	-63%	-$52.8K	0.02%	288
2016 Q3	$83K	Sell	3,084 -5,646	-65%	-$149K	0.04%	188
2016 Q2	$221K	Hold	8,730	–	–	0.11%	130
2016 Q1	$227K	Buy	8,730 +18	+0.2%	+$456	0.12%	125
2015 Q4	$234K	Sell	8,712 -2,894	-25%	-$85.4K	0.14%	120
2015 Q3	$317K	Sell	11,606 -780	-6%	-$23.5K	0.19%	113
2015 Q2	$381K	Hold	12,386	–	–	0.22%	107
2015 Q1	$410K	Buy	+12,386	New	+$384K	0.24%	97

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

Valley National Advisers's HEDJ Position: Q2 2020 in Review

Valley National Advisers sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 284 shares — an estimated $7K sold.

Valley National Advisers first reported a position in HEDJ in Q1 2015 and held it in 21 quarters. The position peaked at $410K in Q1 2015. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Valley National Advisers reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Valley National Advisers sold 284 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $7K.
Valley National Advisers first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 21 quarters.
Valley National Advisers's WisdomTree Europe Hedged Equity Fund position peaked at $410K in Q1 2015.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Valley National Advisers's 13F filing for Q2 2020, filed 10 Aug 2020.