Essex Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Essex Financial Services’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 Q2	–	Sell	-7,362	Closed	-$231K	–	304
2018 Q1	$231K	Buy	+7,362	New	+$235K	0.05%	306
2017 Q3	–	Sell	-9,562	Closed	-$298K	–	302
2017 Q2	$298K	Hold	9,562	–	–	0.06%	272
2017 Q1	$300K	Sell	9,562 -856	-8%	-$25.5K	0.07%	252
2016 Q4	$299K	Sell	10,418 -2,154	-17%	-$58.9K	0.06%	253
2016 Q3	$338K	Sell	12,572 -796	-6%	-$21K	0.08%	222
2016 Q2	$338K	Sell	13,368 -2,310	-15%	-$60K	0.08%	222
2016 Q1	$407K	Sell	15,678 -27,240	-63%	-$690K	0.1%	193
2015 Q4	$1.16M	Sell	42,918 -7,250	-14%	-$214K	0.28%	85
2015 Q3	$1.37M	Sell	50,168 -3,630	-7%	-$109K	0.36%	71
2015 Q2	$1.66M	Buy	53,798 +10,268	+24%	+$335K	0.43%	63
2015 Q1	$1.44M	Buy	+43,530	New	+$1.35M	0.37%	69

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Essex Financial Services's HEDJ Position: Q2 2018 in Review

Essex Financial Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 7,362 shares — an estimated $231K sold.

Essex Financial Services first reported a position in HEDJ in Q1 2015 and held it in 11 quarters. The position peaked at $1.66M in Q2 2015. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

Essex Financial Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
Essex Financial Services sold 7,362 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $231K.
Essex Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 11 quarters.
Essex Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $1.66M in Q2 2015.
296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Essex Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.