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

Endurance 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 Q1	–	Sell	-116	Closed	-$4K	–	523
2017 Q4	$4K	Hold	116	–	–	﹤0.01%	457
2017 Q3	$4K	Hold	116	–	–	﹤0.01%	448
2017 Q2	$4K	Hold	116	–	–	﹤0.01%	452
2017 Q1	$4K	Hold	116	–	–	﹤0.01%	455
2016 Q4	$3K	Hold	116	–	–	﹤0.01%	454
2016 Q3	$3K	Hold	116	–	–	﹤0.01%	451
2016 Q2	$3K	Hold	116	–	–	﹤0.01%	445
2016 Q1	$3K	Buy	+116	New	+$2.94K	﹤0.01%	455

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJA

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

Endurance Wealth Management's HEDJ Position: Q1 2018 in Review

Endurance Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 116 shares — an estimated $4K sold.

Endurance Wealth Management first reported a position in HEDJ in Q1 2016 and held it in 8 quarters. The position peaked at $4K in Q4 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Endurance Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Endurance Wealth Management sold 116 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $4K.
Endurance Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2016 and held it in 8 quarters.
Endurance Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $4K in Q4 2017.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Endurance Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.