Circle Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Circle Wealth 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
2018 Q4	–	Sell	-11,894	Closed	-$376K	–	88
2018 Q3	$376K	Hold	11,894	–	–	0.12%	67
2018 Q2	$375K	Buy	11,894 +268	+2%	+$8.74K	0.13%	67
2018 Q1	$365K	Buy	11,626 +50	+0.4%	+$1.6K	0.13%	65
2017 Q4	$369K	Sell	11,576 -826	-7%	-$26.8K	0.14%	64
2017 Q3	$401K	Sell	12,402 -56,614	-82%	-$1.77M	0.16%	56
2017 Q2	$2.15M	Buy	69,016 +98	+0.1%	+$3.17K	0.95%	16
2017 Q1	$2.16M	Sell	68,918 -2,908	-4%	-$86.6K	1.04%	12
2016 Q4	$2.06M	Buy	+71,826	New	+$1.96M	1.1%	13

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

Circle Wealth Management's HEDJ Position: Q4 2018 in Review

Circle Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 11,894 shares — an estimated $376K sold.

Circle Wealth Management first reported a position in HEDJ in Q4 2016 and held it in 8 quarters. The position peaked at $2.16M in Q1 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Circle Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Circle Wealth Management sold 11,894 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $376K.
Circle Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 8 quarters.
Circle Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.16M in Q1 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Circle Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.