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

Cornerstone Financial 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
2017 Q4	$9.68M	Sell	303,904 -39,600	-12%	-$1.29M	3.16%	6
2017 Q3	$11.1M	Buy	343,504 +309,210	+902%	+$9.69M	4.21%	7
2017 Q2	$1.07M	Buy	+34,294	New	+$1.11M	0.42%	55
2016 Q2	–	Sell	-23,254	Closed	-$601K	–	170
2016 Q1	$601K	Sell	23,254 -779,734	-97%	-$19.7M	0.23%	99
2015 Q4	$21.6M	Buy	+802,988	New	+$23.7M	7.98%	3

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Financial Partners's HEDJ Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 12% in Q4 2017, selling an estimated $1.29M and leaving 303,904 shares worth $9.68M. The position accounts for 3.16% of the portfolio, ranked #6.

Cornerstone Financial Partners first reported a position in HEDJ in Q4 2015 and has held it in 5 quarters since. The position peaked at $21.6M in Q4 2015. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

Cornerstone Financial Partners held 303,904 shares of WisdomTree Europe Hedged Equity Fund worth $9.68M as of Q4 2017.
Cornerstone Financial Partners sold 39,600 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $1.29M.
WisdomTree Europe Hedged Equity Fund made up 3.16% of Cornerstone Financial Partners's portfolio in Q4 2017, its #6 holding.
Cornerstone Financial Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and has held it in 5 quarters since.
Cornerstone Financial Partners's WisdomTree Europe Hedged Equity Fund position peaked at $21.6M in Q4 2015.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.