Genovese Burford & Brothers Wealth & Retirement Plan Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q1	–	Sell	-1,000	Closed	-$33K	–	445
2017 Q4	$33K	Hold	1,000	–	–	0.09%	112
2017 Q3	$32K	Hold	1,000	–	–	0.01%	183
2017 Q2	$31K	Hold	1,000	–	–	0.01%	181
2017 Q1	$32K	Hold	1,000	–	–	0.01%	182
2016 Q4	$29K	Hold	1,000	–	–	0.01%	208
2016 Q3	$26K	Hold	1,000	–	–	0.01%	212
2016 Q2	$25K	Hold	1,000	–	–	0.01%	195
2016 Q1	$25K	Hold	1,000	–	–	0.01%	189
2015 Q4	$27K	Buy	+1,000	New	+$29.5K	0.01%	168

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

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 $530B AUM 22.01% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's HEDJ Position: Q1 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 1,000 shares — an estimated $33K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in HEDJ in Q4 2015 and held it in 9 quarters. The position peaked at $33K in Q4 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,000 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $33K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 9 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's WisdomTree Europe Hedged Equity Fund position peaked at $33K in Q4 2017.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2018, filed 25 Apr 2018.