Ascent Wealth Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ascent Wealth Partners’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
2017 Q4	–	Sell	-6,806	Closed	-$220K	–	121
2017 Q3	$220K	Sell	6,806 -120	-2%	-$3.76K	0.09%	116
2017 Q2	$216K	Sell	6,926 -48,128	-87%	-$1.56M	0.09%	113
2017 Q1	$1.73M	Buy	55,054 +3,308	+6%	+$98.5K	0.78%	47
2016 Q4	$1.49M	Buy	51,746 +50	+0.1%	+$1.37K	0.73%	48
2016 Q3	$1.39M	Buy	51,696 +690	+1%	+$18.2K	0.7%	48
2016 Q2	$1.29M	Sell	51,006 -53,940	-51%	-$1.4M	0.67%	48
2016 Q1	$2.73M	Buy	104,946 +11,588	+12%	+$293K	1.46%	25
2015 Q4	$2.51M	Sell	93,358 -7,036	-7%	-$208K	1.4%	29
2015 Q3	$2.74M	Buy	100,394 +1,980	+2%	+$59.5K	1.64%	19
2015 Q2	$3.03M	Buy	98,414 +13,708	+16%	+$448K	1.67%	22
2015 Q1	$2.8M	Buy	+84,706	New	+$2.63M	1.53%	25

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ascent Wealth Partners's HEDJ Position: Q4 2017 in Review

Ascent Wealth Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 6,806 shares — an estimated $220K sold.

Ascent Wealth Partners first reported a position in HEDJ in Q1 2015 and held it in 11 quarters. The position peaked at $3.03M in Q2 2015. 334 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

Ascent Wealth Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
Ascent Wealth Partners sold 6,806 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $220K.
Ascent Wealth Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 11 quarters.
Ascent Wealth Partners's WisdomTree Europe Hedged Equity Fund position peaked at $3.03M in Q2 2015.
334 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Ascent Wealth Partners's 13F filing for Q4 2017, filed 21 Aug 2019.