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

Frontier 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
2020 Q1	–	Sell	-6,918	Closed	-$244K	–	309
2019 Q4	$244K	Buy	6,918 +294	+4%	+$10.1K	0.04%	257
2019 Q3	$223K	Hold	6,624	–	–	0.03%	273
2019 Q2	$219K	Hold	6,624	–	–	0.03%	267
2019 Q1	$212K	Buy	+6,624	New	+$203K	0.03%	328
2018 Q4	–	Sell	-6,624	Closed	-$209K	–	384
2018 Q3	$209K	Buy	+6,624	New	+$212K	0.02%	355
2017 Q4	–	Sell	-8,618	Closed	-$279K	–	369
2017 Q3	$279K	Hold	8,618	–	–	0.04%	303
2017 Q2	$269K	Hold	8,618	–	–	0.04%	310
2017 Q1	$271K	Hold	8,618	–	–	0.04%	313
2016 Q4	$247K	Hold	8,618	–	–	0.04%	316
2016 Q3	$232K	Buy	+8,618	New	+$228K	0.04%	319
2016 Q2	–	Sell	-9,278	Closed	-$241K	–	352
2016 Q1	$241K	Buy	9,278 +200	+2%	+$5.06K	0.02%	291
2015 Q4	$244K	Buy	9,078 +622	+7%	+$18.4K	0.04%	284
2015 Q3	$231K	Buy	+8,456	New	+$254K	0.04%	286
2015 Q2	–	Sell	-6,144	Closed	-$203K	–	367
2015 Q1	$203K	Buy	+6,144	New	+$190K	0.03%	283

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

P3I

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Frontier Wealth Management's HEDJ Position: Q1 2020 in Review

Frontier Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 6,918 shares — an estimated $244K sold.

Frontier Wealth Management first reported a position in HEDJ in Q1 2015 and held it in 14 quarters. The position peaked at $279K in Q3 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

Frontier Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Frontier Wealth Management sold 6,918 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $244K.
Frontier Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 14 quarters.
Frontier Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $279K in Q3 2017.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.