BFSG LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

BFSG LLC’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 Q1	–	Sell	-171,368	Closed	-$5.46M	–	158
2017 Q4	$5.46M	Buy	171,368 +156	+0.1%	+$5.07K	2.3%	9
2017 Q3	$5.54M	Sell	171,212 -344	-0.2%	-$10.8K	2.5%	7
2017 Q2	$5.35M	Buy	171,556 +7,462	+5%	+$242K	2.63%	7
2017 Q1	$5.15M	Buy	+164,094	New	+$4.88M	2.59%	7

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFSG LLC's HEDJ Position: Q1 2018 in Review

BFSG LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 171,368 shares — an estimated $5.46M sold.

BFSG LLC first reported a position in HEDJ in Q1 2017 and held it in 4 quarters. The position peaked at $5.54M in Q3 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

BFSG LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
BFSG LLC sold 171,368 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $5.46M.
BFSG LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2017 and held it in 4 quarters.
BFSG LLC's WisdomTree Europe Hedged Equity Fund position peaked at $5.54M in Q3 2017.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on BFSG LLC's 13F filing for Q1 2018, filed 8 May 2018.