First Foundation Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

First Foundation Advisors’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
2017 Q4	–	Sell	-6,560	Closed	-$212K	–	336
2017 Q3	$212K	Hold	6,560	–	–	0.01%	283
2017 Q2	$204K	Sell	6,560 -180	-3%	-$5.83K	0.01%	297
2017 Q1	$212K	Buy	+6,740	New	+$201K	0.01%	293

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Foundation Advisors's HEDJ Position: Q4 2017 in Review

First Foundation Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 6,560 shares — an estimated $212K sold.

First Foundation Advisors first reported a position in HEDJ in Q1 2017 and held it in 3 quarters. The position peaked at $212K in Q3 2017. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

First Foundation Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
First Foundation Advisors sold 6,560 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $212K.
First Foundation Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2017 and held it in 3 quarters.
First Foundation Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $212K in Q3 2017.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on First Foundation Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.