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

Berman Capital 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
2019 Q3	–	Sell	-1,012	Closed	-$33K	–	1493
2019 Q2	$33K	Sell	1,012 -1,044	-51%	-$34.3K	0.01%	392
2019 Q1	$65K	Sell	2,056 -1,668	-45%	-$51.1K	0.02%	245
2018 Q4	$105K	Sell	3,724 -3,052	-45%	-$90.5K	0.04%	170
2018 Q3	$214K	Sell	6,776 -1,240	-15%	-$39.8K	0.09%	98
2018 Q2	$253K	Sell	8,016 -39,580	-83%	-$1.29M	0.09%	98
2018 Q1	$1.49M	Sell	47,596 -161,384	-77%	-$5.15M	0.57%	30
2017 Q4	$6.66M	Buy	+208,980	New	+$6.79M	2.2%	14

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

P3I

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Berman Capital Advisors's HEDJ Position: Q3 2019 in Review

Berman Capital Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 1,012 shares — an estimated $33K sold.

Berman Capital Advisors first reported a position in HEDJ in Q4 2017 and held it in 7 quarters. The position peaked at $6.66M in Q4 2017. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

Berman Capital Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 1,012 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $33K.
Berman Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 7 quarters.
Berman Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $6.66M in Q4 2017.
246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.