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Dynamic Advisor Solutions’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-6,772
Closed -$214K – 415
2018
Q2 		$214K Sell
6,772
-470
-6% -$15.3K 0.05% 358
2018
Q1 		$227K Sell
7,242
-500
-6% -$16K 0.06% 308
2017
Q4 		$247K Sell
7,742
-628
-8% -$20.4K 0.08% 219
2017
Q3 		$271K Sell
8,370
-650
-7% -$20.4K 0.11% 187
2017
Q2 		$281K Sell
9,020
-814
-8% -$26.4K 0.11% 178
2017
Q1 		$309K Sell
9,834
-98
-1% -$2.92K 0.12% 171
2016
Q4 		$285K Sell
9,932
-1,218
-11% -$33.3K 0.11% 179
2016
Q3 		$300K Buy
11,150
+764
+7% +$20.2K 0.11% 192
2016
Q2 		$262K Sell
10,386
-2,402
-19% -$62.4K 0.11% 179
2016
Q1 		$332K Sell
12,788
-2,918
-19% -$73.9K 0.14% 156
2015
Q4 		$423K Buy
15,706
+5,828
+59% +$172K 0.17% 146
2015
Q3 		$270K Sell
9,878
-12,038
-55% -$362K 0.14% 146
2015
Q2 		$675K Buy
21,916
+7,866
+56% +$257K 0.39% 70
2015
Q1 		$465K Buy
+14,050
New +$436K 0.23% 122

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Dynamic Advisor Solutions's HEDJ Position: Q3 2018 in Review

Dynamic Advisor Solutions sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 6,772 shares — an estimated $214K sold.

Dynamic Advisor Solutions first reported a position in HEDJ in Q1 2015 and held it in 14 quarters. The position peaked at $675K in Q2 2015. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

  • Dynamic Advisor Solutions reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,772 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $214K.
  • Dynamic Advisor Solutions first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 14 quarters.
  • Dynamic Advisor Solutions's WisdomTree Europe Hedged Equity Fund position peaked at $675K in Q2 2015.
  • 275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2018, filed 14 Nov 2018.