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

Corient Capital Partners’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	-6,860	Closed	-$217K	–	310
2018 Q3	$217K	Hold	6,860	–	–	0.04%	254
2018 Q2	$217K	Hold	6,860	–	–	0.04%	253
2018 Q1	$215K	Buy	+6,860	New	+$219K	0.04%	238
2017 Q4	–	Sell	-18,512	Closed	-$599K	–	284
2017 Q3	$599K	Hold	18,512	–	–	0.11%	168
2017 Q2	$577K	Hold	18,512	–	–	0.09%	187
2017 Q1	$581K	Hold	18,512	–	–	0.09%	184
2016 Q4	$531K	Sell	18,512 -3,980	-18%	-$109K	0.09%	188
2016 Q3	$604K	Buy	+22,492	New	+$594K	0.11%	174

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

Corient Capital Partners's HEDJ Position: Q4 2018 in Review

Corient Capital Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 6,860 shares — an estimated $217K sold.

Corient Capital Partners first reported a position in HEDJ in Q3 2016 and held it in 8 quarters. The position peaked at $604K in Q3 2016. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Corient Capital Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Corient Capital Partners sold 6,860 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $217K.
Corient Capital Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2016 and held it in 8 quarters.
Corient Capital Partners's WisdomTree Europe Hedged Equity Fund position peaked at $604K in Q3 2016.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Corient Capital Partners's 13F filing for Q4 2018, filed 7 Feb 2019.