Ballew Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ballew Advisors’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	-1,060	Closed	-$31K	–	239
2018 Q3	$31K	Hold	1,060	–	–	0.03%	202
2018 Q2	$33K	Hold	1,060	–	–	0.04%	192
2018 Q1	$33K	Buy	+1,060	New	+$33.9K	0.03%	197

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

Ballew Advisors's HEDJ Position: Q4 2018 in Review

Ballew Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 1,060 shares — an estimated $31K sold.

Ballew Advisors first reported a position in HEDJ in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q2 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Ballew Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 1,060 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $31K.
Ballew Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 3 quarters.
Ballew Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $33K in Q2 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.