Cornerstone Advisory’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-1,396	Closed	-$56K	–	445
2021 Q4	$56K	Buy	+1,396	New	+$55K	0.01%	404
2018 Q1	–	Sell	-8,966	Closed	-$286K	–	144
2017 Q4	$286K	Buy	8,966 +2	+0%	+$65	0.1%	122
2017 Q3	$290K	Sell	8,964 -1,794	-17%	-$56.2K	0.1%	123
2017 Q2	$335K	Sell	10,758 -196	-2%	-$6.35K	0.11%	109
2017 Q1	$344K	Buy	10,954 +2,682	+32%	+$79.8K	0.17%	80
2016 Q4	$237K	Buy	8,272 +380	+5%	+$10.4K	0.18%	79
2016 Q3	$212K	Buy	+7,892	New	+$209K	0.17%	78

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Advisory's HEDJ Position: Q1 2022 in Review

Cornerstone Advisory sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 1,396 shares — an estimated $56K sold.

Cornerstone Advisory first reported a position in HEDJ in Q3 2016 and held it in 7 quarters. The position peaked at $344K in Q1 2017. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Cornerstone Advisory reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 1,396 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $56K.
Cornerstone Advisory first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2016 and held it in 7 quarters.
Cornerstone Advisory's WisdomTree Europe Hedged Equity Fund position peaked at $344K in Q1 2017.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.