Brown Advisory Securities’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Brown Advisory Securities’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	-8,928	Closed	-$283K	–	408
2018 Q3	$283K	Sell	8,928 -930	-9%	-$29.8K	0.05%	309
2018 Q2	$312K	Buy	+9,858	New	+$321K	0.05%	285
2018 Q1	–	Sell	-9,456	Closed	-$301K	–	402
2017 Q4	$301K	Buy	9,456 +454	+5%	+$14.7K	0.06%	275
2017 Q3	$291K	Sell	9,002 -5,500	-38%	-$172K	0.06%	262
2017 Q2	$452K	Buy	14,502 +4,642	+47%	+$150K	0.1%	202
2017 Q1	$310K	Buy	9,860 +2	+0%	+$60	0.08%	232
2016 Q4	$283K	Buy	9,858 +4	+0%	+$109	0.08%	236
2016 Q3	$264K	Sell	9,854 -998	-9%	-$26.4K	0.08%	239
2016 Q2	$274K	Sell	10,852 -976	-8%	-$25.3K	0.09%	218
2016 Q1	$308K	Sell	11,828 -5,922	-33%	-$150K	0.1%	200
2015 Q4	$478K	Sell	17,750 -668	-4%	-$19.7K	0.16%	145
2015 Q3	$503K	Sell	18,418 -2,834	-13%	-$85.2K	0.18%	134
2015 Q2	$651K	Buy	21,252 +2,050	+11%	+$67K	0.22%	108
2015 Q1	$635K	Buy	+19,202	New	+$595K	0.22%	111

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

Brown Advisory Securities's HEDJ Position: Q4 2018 in Review

Brown Advisory Securities sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 8,928 shares — an estimated $283K sold.

Brown Advisory Securities first reported a position in HEDJ in Q1 2015 and held it in 14 quarters. The position peaked at $651K in Q2 2015. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Brown Advisory Securities reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Brown Advisory Securities sold 8,928 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $283K.
Brown Advisory Securities first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 14 quarters.
Brown Advisory Securities's WisdomTree Europe Hedged Equity Fund position peaked at $651K in Q2 2015.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Brown Advisory Securities's 13F filing for Q4 2018, filed 13 Feb 2019.