Bruderman Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-350	Closed	-$11K	–	297
2019 Q1	$11K	Hold	350	–	–	﹤0.01%	433
2018 Q4	$10K	Hold	350	–	–	﹤0.01%	430
2018 Q3	$11K	Hold	350	–	–	﹤0.01%	279
2018 Q2	$11K	Buy	350 +8	+2%	+$261	﹤0.01%	294
2018 Q1	$11K	Buy	+342	New	+$10.9K	﹤0.01%	289
2017 Q3	–	Sell	-342	Closed	-$11K	–	212
2017 Q2	$11K	Buy	+342	New	+$11.1K	﹤0.01%	307
2017 Q1	–	Sell	-334	Closed	-$10K	–	209
2016 Q4	$10K	Sell	334 -400	-54%	-$10.9K	﹤0.01%	308
2016 Q3	$20K	Buy	734 +402	+121%	+$10.6K	0.01%	279
2016 Q2	$8K	Buy	332 +6	+2%	+$156	﹤0.01%	322
2016 Q1	$8K	Buy	326 +2	+0.6%	+$51	﹤0.01%	337
2015 Q4	$9K	Buy	324 +22	+7%	+$649	﹤0.01%	343
2015 Q3	$8K	Hold	302	–	–	﹤0.01%	352
2015 Q2	$9K	Buy	+302	New	+$9.86K	﹤0.01%	357

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

JCM

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

PSUF

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

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

P3I

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

Bruderman Asset Management's HEDJ Position: Q2 2019 in Review

Bruderman Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2019, closing a stake of 350 shares — an estimated $11K sold.

Bruderman Asset Management first reported a position in HEDJ in Q2 2015 and held it in 13 quarters. The position peaked at $20K in Q3 2016. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

Bruderman Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 350 WisdomTree Europe Hedged Equity Fund shares in Q2 2019, an estimated $11K.
Bruderman Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 13 quarters.
Bruderman Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $20K in Q3 2016.
254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.