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

First Personal 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 Q1	–	Sell	-7,600	Closed	-$242K	–	1046
2017 Q4	$242K	Hold	7,600	–	–	0.05%	218
2017 Q3	$246K	Hold	7,600	–	–	0.05%	202
2017 Q2	$237K	Hold	7,600	–	–	0.05%	203
2017 Q1	$239K	Hold	7,600	–	–	0.06%	176
2016 Q4	$218K	Hold	7,600	–	–	0.06%	178
2016 Q3	$204K	Sell	7,600 -5,380	-41%	-$142K	0.06%	156
2016 Q2	$328K	Buy	+12,980	New	+$337K	0.11%	129

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

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

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

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

RJA

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

First Personal Financial Services's HEDJ Position: Q1 2018 in Review

First Personal Financial Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 7,600 shares — an estimated $242K sold.

First Personal Financial Services first reported a position in HEDJ in Q2 2016 and held it in 7 quarters. The position peaked at $328K in Q2 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

First Personal Financial Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
First Personal Financial Services sold 7,600 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $242K.
First Personal Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 7 quarters.
First Personal Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $328K in Q2 2016.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.