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Brandywine Oak Private Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Brandywine Oak Private Wealth’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 		– Sell
-520
Closed -$14K – 380
2018
Q4 		$14K Buy
+520
New +$15.4K ﹤0.01% 475

Other funds holding HEDJ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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

Brandywine Oak Private Wealth's HEDJ Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 520 shares — an estimated $14K sold.

Brandywine Oak Private Wealth first reported a position in HEDJ in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 520 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $14K.
  • Brandywine Oak Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $14K in Q4 2018.
  • 260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.