HEDJ β€” Wisdomtree Europe Hedged Equit

Ownership history in PATTEN & PATTEN INC/TN  Β·  19 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in Wisdomtree Europe Hedged Equit (HEDJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.05% (2015 Q2)
πŸ“Š Avg. % of fund
0.5%
πŸ“… First filed
2013 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
19

Position Intelligence

PATTEN & PATTEN INC/TN Γ— HEDJ AI Analytics

πŸ“‰ PATTEN & PATTEN INC/TN underperformed the S&P 500 by –19.5% annually on this HEDJ position. Timing score: 50% (9/18 decisions correct). Average cost basis: $39.03. Maximum drawdown during holding period: –16.0%.

πŸ“ˆ Position Alpha vs SPY
-19.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 19.5% ann.
18 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct

πŸ’° Entry Quality
$39.03
+35.9% vs current ($53.06)

Best entry: $18.78 (2013 Q4)  Β·  Worst: $50.40 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–16.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
63%
buy-side decisions

12 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ PATTEN & PATTEN INC/TN has been actively increasing its HEDJ allocation β€” a bullish signal from insiders.
Currently 0.82% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    HEDJ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 262,612 -5,483 -2.0% 0.82% $13.9M $53.06
2025 Q3 ADDED 268,095 +16,888 +6.7% 0.79% $13.5M $50.40
2025 Q2 ADDED 251,207 +226,860 +931.8% 0.78% $12.1M $48.09
2025 Q1 ADDED 24,347 +15,652 +180.0% 0.08% $1.2M $46.64
2017 Q2 ADDED 8,695 +1,205 +16.1% 0.06% $542K $25.24
2017 Q1 REDUCED 7,490 -300 -3.9% 0.05% $470K $24.99
2016 Q4 REDUCED 7,790 -23,000 -74.7% 0.05% $447K $22.80
2016 Q3 REDUCED 30,790 -5,025 -14.0% 0.21% $1.7M $21.27
2016 Q2 REDUCED 35,815 -4,370 -10.9% 0.25% $1.8M $19.94
2016 Q1 ADDED 40,185 +2,440 +6.5% 0.30% $2.1M $20.06
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HEDJ

As of 2025 Q4 β€” sorted by position size

Boothe Investment Group, Inc. 3Y 7Y 8.32% Sharper & Granite LLC 3Y 2.03% New England Private Wealth Advisors LLC 3Y 7Y 1.39% Portland Financial Advisors Inc 1.29% Hyposwiss Advisors SA 1.02% Sage Capital Management, LLC 0.85% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.73% Karnit Road Accident Victims Compensation Fund 0.57% VALLEY WEALTH MANAGERS, INC. 3Y 7Y 0.55% ELEVATION POINT WEALTH PARTNERS, LLC 3Y 7Y 0.52%
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