Aviance Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Aviance Capital 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
2019 Q1	$909K	Sell	28,436 -1,290	-4%	-$39.5K	0.14%	107
2018 Q4	$839K	Sell	29,726 -5,852	-16%	-$173K	0.12%	102
2018 Q3	$1.13M	Sell	35,578 -5,060	-12%	-$162K	0.11%	96
2018 Q2	$1.28M	Sell	40,638 -6,658	-14%	-$217K	0.11%	104
2018 Q1	$1.48M	Sell	47,296 -5,008	-10%	-$160K	0.11%	104
2017 Q4	$1.67M	Sell	52,304 -15,266	-23%	-$496K	0.12%	98
2017 Q3	$2.19M	Sell	67,570 -7,750	-10%	-$243K	0.15%	89
2017 Q2	$2.35M	Sell	75,320 -17,934	-19%	-$581K	0.15%	91
2017 Q1	$2.93M	Sell	93,254 -91,978	-50%	-$2.74M	0.16%	86
2016 Q4	$5.32M	Sell	185,232 -32,478	-15%	-$888K	0.28%	71
2016 Q3	$5.85M	Sell	217,710 -42,848	-16%	-$1.13M	0.16%	109
2016 Q2	$6.58M	Sell	260,558 -22,262	-8%	-$578K	0.2%	93
2016 Q1	$7.34M	Sell	282,820 -1,259,498	-82%	-$31.9M	0.24%	85
2015 Q4	$41.5M	Buy	1,542,318 +158,856	+11%	+$4.69M	1.36%	18
2015 Q3	$37.8M	Buy	+1,383,462	New	+$41.6M	1.33%	19
2015 Q2	–	Sell	-61,452	Closed	-$2.03M	–	129
2015 Q1	$2.03M	Buy	61,452 +11,308	+23%	+$351K	0.08%	120
2014 Q4	$1.4M	Buy	+50,144	New	+$1.42M	0.05%	157

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Aviance Capital Management's HEDJ Position: Q1 2019 in Review

Aviance Capital Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 4.3% in Q1 2019, selling an estimated $39.5K and leaving 28,436 shares worth $909K. The position accounts for 0.14% of the portfolio, ranked #107.

Aviance Capital Management first reported a position in HEDJ in Q4 2014 and has held it in 17 quarters since. The position peaked at $41.5M in Q4 2015. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

Aviance Capital Management held 28,436 shares of WisdomTree Europe Hedged Equity Fund worth $909K as of Q1 2019.
Aviance Capital Management sold 1,290 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $39.5K.
WisdomTree Europe Hedged Equity Fund made up 0.14% of Aviance Capital Management's portfolio in Q1 2019, its #107 holding.
Aviance Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 17 quarters since.
Aviance Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $41.5M in Q4 2015.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.