Avantax Planning Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Avantax Planning 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
2018 Q4	–	Sell	-700	Closed	-$22K	–	664
2018 Q3	$22K	Buy	+700	New	+$22.4K	﹤0.01%	672
2018 Q2	–	Sell	-1,776	Closed	-$56K	–	744
2018 Q1	$56K	Buy	+1,776	New	+$56.7K	﹤0.01%	513

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

Avantax Planning Partners's HEDJ Position: Q4 2018 in Review

Avantax Planning Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 700 shares — an estimated $22K sold.

Avantax Planning Partners first reported a position in HEDJ in Q1 2018 and held it in 2 quarters. The position peaked at $56K in Q1 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Avantax Planning Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 700 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $22K.
Avantax Planning Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's WisdomTree Europe Hedged Equity Fund position peaked at $56K in Q1 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.