Advantage Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Advantage Investment Management’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
2018 Q3	–	Sell	-128	Closed	-$4K	–	1041
2018 Q2	$4K	Buy	128 +4	+3%	+$130	﹤0.01%	789
2018 Q1	$4K	Hold	124	–	–	﹤0.01%	832
2017 Q4	$4K	Hold	124	–	–	﹤0.01%	847
2017 Q3	$4K	Hold	124	–	–	﹤0.01%	851
2017 Q2	$4K	Buy	124 +2	+2%	+$65	﹤0.01%	867
2017 Q1	$4K	Hold	122	–	–	﹤0.01%	830
2016 Q4	$3K	Hold	122	–	–	﹤0.01%	811
2016 Q3	$3K	Buy	122 +2	+2%	+$53	﹤0.01%	790
2016 Q2	$3K	Buy	120 +2	+2%	+$52	﹤0.01%	751
2016 Q1	$3K	Hold	118	–	–	﹤0.01%	739
2015 Q4	$3K	Buy	118 +8	+7%	+$236	﹤0.01%	737
2015 Q3	$3K	Hold	110	–	–	﹤0.01%	714
2015 Q2	$3K	Sell	110 -18,630	-99%	-$609K	﹤0.01%	737
2015 Q1	$620K	Sell	18,740 -2,316	-11%	-$71.8K	0.35%	66
2014 Q4	$586K	Buy	+21,056	New	+$596K	0.44%	52

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Advantage Investment Management's HEDJ Position: Q3 2018 in Review

Advantage Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 128 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in HEDJ in Q4 2014 and held it in 15 quarters. The position peaked at $620K in Q1 2015. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

Advantage Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Advantage Investment Management sold 128 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $4K.
Advantage Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 15 quarters.
Advantage Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $620K in Q1 2015.
275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.