Financial Architects (New Jersey)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Financial Architects (New Jersey)’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	-9,000	Closed	-$284K	–	1397
2018 Q3	$284K	Hold	9,000	–	–	0.05%	249
2018 Q2	$284K	Hold	9,000	–	–	0.05%	232
2018 Q1	$282K	Sell	9,000 -930	-9%	-$29.7K	0.06%	238
2017 Q4	$316K	Hold	9,930	–	–	0.05%	235
2017 Q3	$321K	Hold	9,930	–	–	0.06%	225
2017 Q2	$309K	Hold	9,930	–	–	0.06%	223
2017 Q1	$312K	Hold	9,930	–	–	0.06%	205
2016 Q4	$285K	Sell	9,930 -13,646	-58%	-$373K	0.07%	197
2016 Q3	$633K	Hold	23,576	–	–	0.17%	112
2016 Q2	$596K	Sell	23,576 -954	-4%	-$24.8K	0.17%	114
2016 Q1	$637K	Buy	24,530 +4,194	+21%	+$106K	0.23%	90
2015 Q4	$547K	Buy	20,336 +2,282	+13%	+$67.3K	0.22%	101
2015 Q3	$493K	Buy	18,054 +3,484	+24%	+$105K	0.21%	111
2015 Q2	$449K	Buy	14,570 +830	+6%	+$27.1K	0.16%	114
2015 Q1	$454K	Buy	+13,740	New	+$426K	0.18%	110

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

Financial Architects (New Jersey)'s HEDJ Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 9,000 shares — an estimated $284K sold.

Financial Architects (New Jersey) first reported a position in HEDJ in Q1 2015 and held it in 15 quarters. The position peaked at $637K in Q1 2016. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Financial Architects (New Jersey) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 9,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $284K.
Financial Architects (New Jersey) first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 15 quarters.
Financial Architects (New Jersey)'s WisdomTree Europe Hedged Equity Fund position peaked at $637K in Q1 2016.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.