Capital Advantage’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Capital Advantage’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	-6,414	Closed	-$203K	–	86
2018 Q2	$203K	Buy	+6,414	New	+$209K	0.05%	79
2017 Q4	–	Sell	-6,242	Closed	-$202K	–	80
2017 Q3	$202K	Buy	+6,242	New	+$196K	0.05%	79

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

Capital Advantage's HEDJ Position: Q3 2018 in Review

Capital Advantage sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 6,414 shares — an estimated $203K sold.

Capital Advantage first reported a position in HEDJ in Q3 2017 and held it in 2 quarters. The position peaked at $203K in Q2 2018. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

Capital Advantage reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Capital Advantage sold 6,414 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $203K.
Capital Advantage first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2017 and held it in 2 quarters.
Capital Advantage's WisdomTree Europe Hedged Equity Fund position peaked at $203K in Q2 2018.
275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Capital Advantage's 13F filing for Q3 2018, filed 1 Nov 2018.