Aureus Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Aureus Asset 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 Q4	–	Sell	-58,094	Closed	-$1.84M	–	172
2018 Q3	$1.84M	Hold	58,094	–	–	0.23%	56
2018 Q2	$1.83M	Hold	58,094	–	–	0.25%	54
2018 Q1	$1.82M	Hold	58,094	–	–	0.27%	55
2017 Q4	$1.85M	Hold	58,094	–	–	0.29%	52
2017 Q3	$1.88M	Hold	58,094	–	–	0.3%	52
2017 Q2	$1.81M	Hold	58,094	–	–	0.3%	50
2017 Q1	$1.93M	Hold	58,094	–	–	0.33%	51
2016 Q4	$1.67M	Hold	58,094	–	–	0.33%	49
2016 Q3	$1.56M	Buy	+58,094	New	+$1.54M	0.31%	52
2015 Q4	–	Sell	-59,566	Closed	-$1.63M	–	159
2015 Q3	$1.63M	Buy	59,566 +360	+0.6%	+$10.8K	0.4%	45
2015 Q2	$1.82M	Buy	59,206 +7,280	+14%	+$238K	0.38%	53
2015 Q1	$1.72M	Buy	+51,926	New	+$1.61M	0.39%	53

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

P3I

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

Aureus Asset Management's HEDJ Position: Q4 2018 in Review

Aureus Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 58,094 shares — an estimated $1.84M sold.

Aureus Asset Management first reported a position in HEDJ in Q1 2015 and held it in 12 quarters. The position peaked at $1.93M in Q1 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Aureus Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Aureus Asset Management sold 58,094 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $1.84M.
Aureus Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 12 quarters.
Aureus Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $1.93M in Q1 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Aureus Asset Management's 13F filing for Q4 2018, filed 13 Feb 2019.