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

Advisor 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
2019 Q4	$3.5M	Buy	98,664 +7,118	+8%	+$245K	0.02%	553
2019 Q3	$3.09M	Buy	91,546 +616	+0.7%	+$20.3K	0.02%	595
2019 Q2	$3.02M	Sell	90,930 -1,812	-2%	-$59.5K	0.02%	588
2019 Q1	$2.97M	Sell	92,742 -4,366	-4%	-$134K	0.02%	558
2018 Q4	$2.75M	Buy	97,108 +15,044	+18%	+$446K	0.03%	509
2018 Q3	$2.6M	Buy	82,064 +13,408	+20%	+$430K	0.03%	551
2018 Q2	$2.17M	Sell	68,656 -22,318	-25%	-$728K	0.03%	519
2018 Q1	$2.85M	Sell	90,974 -29,016	-24%	-$927K	0.04%	422
2017 Q4	$3.82M	Buy	119,990 +5,530	+5%	+$180K	0.05%	335
2017 Q3	$3.7M	Buy	114,460 +24,646	+27%	+$773K	0.06%	304
2017 Q2	$2.8M	Buy	89,814 +6,304	+8%	+$204K	0.05%	370
2017 Q1	$2.62M	Sell	83,510 -9,280	-10%	-$276K	0.05%	368
2016 Q4	$2.66M	Sell	92,790 -47,912	-34%	-$1.31M	0.06%	340
2016 Q3	$3.78M	Sell	140,702 -67,140	-32%	-$1.77M	0.09%	244
2016 Q2	$5.25M	Buy	+207,842	New	+$5.4M	0.14%	170

Other funds holding HEDJ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

PVH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Group's HEDJ Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 7.8% in Q4 2019, buying an estimated $245K and bringing the position to 98,664 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #553.

Advisor Group first reported a position in HEDJ in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.25M in Q2 2016. 285 funds tracked by Wall St. Rank hold HEDJ as of Q4 2019.

Advisor Group held 98,664 shares of WisdomTree Europe Hedged Equity Fund worth $3.5M as of Q4 2019.
Advisor Group bought 7,118 WisdomTree Europe Hedged Equity Fund shares in Q4 2019, an estimated $245K.
WisdomTree Europe Hedged Equity Fund made up 0.02% of Advisor Group's portfolio in Q4 2019, its #553 holding.
Advisor Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree Europe Hedged Equity Fund position peaked at $5.25M in Q2 2016.
285 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.