Financial Advocates Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Financial Advocates Investment 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	-16,704	Closed	-$528K	–	461
2018 Q3	$528K	Sell	16,704 -3,062	-15%	-$98.2K	0.06%	277
2018 Q2	$623K	Sell	19,766 -1,440	-7%	-$46.9K	0.08%	235
2018 Q1	$665K	Sell	21,206 -9,274	-30%	-$296K	0.09%	219
2017 Q4	$971K	Buy	+30,480	New	+$990K	0.13%	167

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $4.31B AUM 46.57% 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 $1.87B AUM 30.4% 1-Year Est. Return

Financial Advocates Investment Management's HEDJ Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 16,704 shares — an estimated $528K sold.

Financial Advocates Investment Management first reported a position in HEDJ in Q4 2017 and held it in 4 quarters. The position peaked at $971K in Q4 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Financial Advocates Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 16,704 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $528K.
Financial Advocates Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $971K in Q4 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.