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

Beaumont Financial 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	-8,748	Closed	-$277K	–	214
2018 Q3	$277K	Hold	8,748	–	–	0.03%	191
2018 Q2	$276K	Hold	8,748	–	–	0.03%	172
2018 Q1	$274K	Buy	+8,748	New	+$279K	0.03%	175
2016 Q3	–	Sell	-41,106	Closed	-$1.04M	–	145
2016 Q2	$1.04M	Buy	+41,106	New	+$1.07M	0.17%	84
2016 Q1	–	Sell	-28,934	Closed	-$778K	–	141
2015 Q4	$778K	Sell	28,934 -434,392	-94%	-$12.8M	0.13%	71
2015 Q3	$14.3M	Hold	463,326	–	–	2.07%	10
2015 Q2	$14.3M	Buy	+463,326	New	+$15.1M	2.07%	10

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

Beaumont Financial Advisors's HEDJ Position: Q4 2018 in Review

Beaumont Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 8,748 shares — an estimated $277K sold.

Beaumont Financial Advisors first reported a position in HEDJ in Q2 2015 and held it in 7 quarters. The position peaked at $14.3M in Q3 2015. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Beaumont Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Beaumont Financial Advisors sold 8,748 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $277K.
Beaumont Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 7 quarters.
Beaumont Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $14.3M in Q3 2015.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Beaumont Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.