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

Evercore 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	-7,234	Closed	-$229K	–	390
2018 Q3	$229K	Hold	7,234	–	–	0.01%	382
2018 Q2	$228K	Buy	+7,234	New	+$236K	0.01%	369
2016 Q1	–	Sell	-3,806	Closed	-$102K	–	968
2015 Q4	$102K	Sell	3,806 -6,068	-61%	-$179K	﹤0.01%	471
2015 Q3	$270K	Buy	9,874 +3,062	+45%	+$92.1K	0.01%	338
2015 Q2	$210K	Buy	6,812 +6,068	+816%	+$198K	0.01%	411
2015 Q1	$25K	Buy	+744	New	+$23.1K	﹤0.01%	746
2014 Q2	–	Sell	-380	Closed	-$11K	–	1022
2014 Q1	$11K	Sell	380 -1,300	-77%	-$35.9K	﹤0.01%	815
2013 Q4	$48K	Buy	+1,680	New	+$45.7K	﹤0.01%	567

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

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

Evercore Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 7,234 shares — an estimated $229K sold.

Evercore Wealth Management first reported a position in HEDJ in Q4 2013 and held it in 8 quarters. The position peaked at $270K in Q3 2015. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Evercore Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 7,234 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $229K.
Evercore Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and held it in 8 quarters.
Evercore Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $270K in Q3 2015.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

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