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

Cornerstone 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
-21,536
Closed -$166K – 677
2018
Q3 		$166K Buy
+21,536
New +$691K ﹤0.01% 1233

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 21,536 shares — an estimated $166K sold.

Cornerstone Wealth Management first reported a position in HEDJ in Q3 2018 and held it in 1 quarter. The position peaked at $166K in Q3 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 21,536 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $166K.
  • Cornerstone Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $166K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

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