EWM
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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 		$3 Buy
+116
New +$2.94K ﹤0.01% 455

Other funds holding HEDJ

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return