Advocacy Wealth Management Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-598	Closed	-$19K	–	182
2018 Q1	$19K	Hold	598	–	–	0.01%	94
2017 Q4	$19K	Buy	598 +252	+73%	+$8.19K	0.01%	113
2017 Q3	$11K	Buy	+346	New	+$10.8K	﹤0.01%	183
2017 Q2	–	Sell	-346	Closed	-$11K	–	290
2017 Q1	$11K	Sell	346 -1,252	-78%	-$37.3K	﹤0.01%	193
2016 Q4	$46K	Hold	1,598	–	–	0.01%	77
2016 Q3	$43K	Hold	1,598	–	–	0.02%	127
2016 Q2	$40K	Sell	1,598 -13,570	-89%	-$352K	0.02%	172
2016 Q1	$394K	Sell	15,168 -2,034	-12%	-$51.5K	0.27%	61
2015 Q4	$464K	Buy	+17,202	New	+$508K	0.52%	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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Advocacy Wealth Management Services's HEDJ Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 598 shares — an estimated $19K sold.

Advocacy Wealth Management Services first reported a position in HEDJ in Q4 2015 and held it in 9 quarters. The position peaked at $464K in Q4 2015. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

Advocacy Wealth Management Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 598 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $19K.
Advocacy Wealth Management Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 9 quarters.
Advocacy Wealth Management Services's WisdomTree Europe Hedged Equity Fund position peaked at $464K in Q4 2015.
296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.