Winslow Evans & Crocker’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Winslow Evans & Crocker’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 Q4	$0	Hold	2	–	–	﹤0.01%	1334
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1119
2020 Q2	$0	Sell	2 -2	-50%	-$57	﹤0.01%	1144
2020 Q1	$2K	Hold	4	–	–	﹤0.01%	1013
2019 Q4	$2K	Hold	4	–	–	﹤0.01%	1083
2019 Q3	$2K	Hold	4	–	–	﹤0.01%	1075
2019 Q2	$2K	Hold	4	–	–	﹤0.01%	1073
2019 Q1	$2K	Hold	4	–	–	﹤0.01%	1163
2018 Q4	$2K	Hold	4	–	–	﹤0.01%	1017
2018 Q3	$2K	Hold	4	–	–	﹤0.01%	1031
2018 Q2	$2K	Hold	4	–	–	﹤0.01%	1040
2018 Q1	$64	Sell	4 -140	-97%	-$4.47K	﹤0.01%	1119
2017 Q4	$4.52K	Hold	144	–	–	﹤0.01%	941
2017 Q3	$4.59K	Sell	144 -248	-63%	-$7.77K	﹤0.01%	947
2017 Q2	$12.2K	Hold	392	–	–	﹤0.01%	874
2017 Q1	$12.3K	Buy	392 +52	+15%	+$1.55K	﹤0.01%	847
2016 Q4	$9.76K	Sell	340 -152	-31%	-$4.16K	﹤0.01%	885
2016 Q3	$13.2K	Sell	492 -700	-59%	-$18.5K	﹤0.01%	840
2016 Q2	$30.1K	Buy	1,192 +2	+0.2%	+$52	0.01%	620
2016 Q1	$30.9K	Sell	1,190 -502	-30%	-$12.7K	0.01%	600
2015 Q4	$45.5K	Sell	1,692 -8	-0.5%	-$236	0.01%	555
2015 Q3	$46.5K	Sell	1,700 -120	-7%	-$3.61K	0.01%	527
2015 Q2	$56K	Buy	1,820 +1,200	+194%	+$39.2K	0.02%	526
2015 Q1	$20.5K	Buy	+620	New	+$19.2K	0.01%	727

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

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

PVH

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Winslow Evans & Crocker's HEDJ Position: Q4 2020 in Review

Winslow Evans & Crocker held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q4 2020 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Winslow Evans & Crocker first reported a position in HEDJ in Q1 2015 and has held it in 24 quarters since. The position peaked at $56K in Q2 2015. 187 funds tracked by Wall St. Rank hold HEDJ as of Q4 2020.

Winslow Evans & Crocker held 2 shares of WisdomTree Europe Hedged Equity Fund worth $0 as of Q4 2020.
Winslow Evans & Crocker left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q4 2020.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1334 holding.
Winslow Evans & Crocker first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 24 quarters since.
Winslow Evans & Crocker's WisdomTree Europe Hedged Equity Fund position peaked at $56K in Q2 2015.
187 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.