Brightworth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Brightworth’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 Q3	–	Sell	-10,372	Closed	-$327K	–	95
2018 Q2	$327K	Buy	10,372 +1,716	+20%	+$55.9K	0.08%	70
2018 Q1	$271K	Sell	8,656 -19,764	-70%	-$631K	0.06%	96
2017 Q4	$905K	Buy	28,420 +7,892	+38%	+$256K	0.2%	50
2017 Q3	$664K	Hold	20,528	–	–	0.16%	57
2017 Q2	$640K	Hold	20,528	–	–	0.35%	12
2017 Q1	$645K	Sell	20,528 -15,202	-43%	-$452K	0.35%	11
2016 Q4	$1.02M	Buy	+35,730	New	+$977K	0.56%	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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JCM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Brightworth's HEDJ Position: Q3 2018 in Review

Brightworth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 10,372 shares — an estimated $327K sold.

Brightworth first reported a position in HEDJ in Q4 2016 and held it in 7 quarters. The position peaked at $1.02M in Q4 2016. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

Brightworth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Brightworth sold 10,372 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $327K.
Brightworth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 7 quarters.
Brightworth's WisdomTree Europe Hedged Equity Fund position peaked at $1.02M in Q4 2016.
275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Brightworth's 13F filing for Q3 2018, filed 25 Oct 2018.