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

Wunderlich Capital Managemnt’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	-11,426	Closed	-$293K	–	77
2020 Q1	$293K	Buy	11,426 +232	+2%	+$7.4K	0.24%	69
2019 Q4	$395K	Hold	11,194	–	–	0.25%	76
2019 Q3	$377K	Buy	11,194 +40	+0.4%	+$1.32K	0.26%	71
2019 Q2	$369K	Sell	11,154 -486	-4%	-$16K	0.24%	80
2019 Q1	$371K	Sell	11,640 -420	-3%	-$12.9K	0.26%	79
2018 Q4	$340K	Sell	12,060 -334	-3%	-$9.9K	0.26%	81
2018 Q3	$392K	Buy	12,394 +120	+1%	+$3.85K	0.28%	78
2018 Q2	$387K	Hold	12,274	–	–	0.27%	82
2018 Q1	$385K	Buy	12,274 +60	+0.5%	+$1.92K	0.26%	85
2017 Q4	$389K	Hold	12,214	–	–	0.27%	83
2017 Q3	$395K	Sell	12,214 -1,304	-10%	-$40.9K	0.29%	80
2017 Q2	$421K	Buy	13,518 +1,332	+11%	+$43.1K	0.31%	82
2017 Q1	$383K	Sell	12,186 -9,484	-44%	-$282K	0.3%	79
2016 Q4	$622K	Hold	21,670	–	–	0.51%	72
2016 Q3	$582K	Hold	21,670	–	–	0.46%	74
2016 Q2	$547K	Buy	21,670 +8,870	+69%	+$230K	0.46%	72
2016 Q1	$332K	Buy	+12,800	New	+$324K	0.28%	79
2015 Q1	–	Sell	-15,132	Closed	-$420K	–	75
2014 Q4	$420K	Buy	+15,132	New	+$428K	0.36%	86

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

Wunderlich Capital Managemnt's HEDJ Position: Q2 2020 in Review

Wunderlich Capital Managemnt sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 11,426 shares — an estimated $293K sold.

Wunderlich Capital Managemnt first reported a position in HEDJ in Q4 2014 and held it in 18 quarters. The position peaked at $622K in Q4 2016. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Wunderlich Capital Managemnt reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Wunderlich Capital Managemnt sold 11,426 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $293K.
Wunderlich Capital Managemnt first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 18 quarters.
Wunderlich Capital Managemnt's WisdomTree Europe Hedged Equity Fund position peaked at $622K in Q4 2016.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2020, filed 17 Aug 2020.