Claro Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Claro Advisors’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 Q1	–	Sell	-980	Closed	-$31K	–	490
2018 Q4	$31K	Buy	+980	New	+$29K	0.02%	443

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $4.31B AUM 46.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Claro Advisors's HEDJ Position: Q1 2019 in Review

Claro Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 980 shares — an estimated $31K sold.

Claro Advisors first reported a position in HEDJ in Q4 2018 and held it in 1 quarter. The position peaked at $31K in Q4 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

Claro Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 980 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $31K.
Claro Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 1 quarter.
Claro Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $31K in Q4 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.