Zurich Insurance Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Zurich Insurance Group’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	-23,798	Closed	-$611K	–	195
2020 Q1	$611K	Sell	23,798 -34,180	-59%	-$1.09M	0.01%	175
2019 Q4	$2.04M	Buy	57,978 +30,102	+108%	+$1.04M	0.04%	133
2019 Q3	$938K	Sell	27,876 -11,468	-29%	-$377K	0.02%	454
2019 Q2	$1.3M	Buy	39,344 +5,446	+16%	+$179K	0.03%	343
2019 Q1	$1.08M	Sell	33,898 -13,488	-28%	-$413K	0.02%	323
2018 Q4	$1.33M	Sell	47,386 -12,750	-21%	-$378K	0.03%	275
2018 Q3	$1.9M	Sell	60,136 -18,092	-23%	-$580K	0.04%	305
2018 Q2	$2.47M	Buy	+78,228	New	+$2.55M	0.06%	308
2017 Q2	–	Sell	-55,306	Closed	-$1.74M	–	571
2017 Q1	$1.74M	Buy	55,306 +21,958	+66%	+$654K	0.05%	367
2016 Q4	$957K	Buy	+33,348	New	+$912K	0.03%	415

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

Zurich Insurance Group's HEDJ Position: Q2 2020 in Review

Zurich Insurance Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 23,798 shares — an estimated $611K sold.

Zurich Insurance Group first reported a position in HEDJ in Q4 2016 and held it in 10 quarters. The position peaked at $2.47M in Q2 2018. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Zurich Insurance Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Zurich Insurance Group sold 23,798 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $611K.
Zurich Insurance Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 10 quarters.
Zurich Insurance Group's WisdomTree Europe Hedged Equity Fund position peaked at $2.47M in Q2 2018.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Zurich Insurance Group's 13F filing for Q2 2020, filed 14 Aug 2020.