Global Endowment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Global Endowment 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 Q4	–	Sell	-38,000	Closed	-$1.2M	–	196
2018 Q3	$1.2M	Hold	38,000	–	–	0.16%	90
2018 Q2	$1.2M	Hold	38,000	–	–	0.16%	96
2018 Q1	$1.19M	Sell	38,000 -12,600	-25%	-$402K	0.17%	95
2017 Q4	$1.61M	Sell	50,600 -9,400	-16%	-$305K	0.24%	77
2017 Q3	$1.94M	Hold	60,000	–	–	0.27%	76
2017 Q2	$1.87M	Buy	+60,000	New	+$1.94M	0.25%	80
2015 Q2	–	Sell	-61,600	Closed	-$2.04M	–	247
2015 Q1	$2.04M	Hold	61,600	–	–	0.32%	98
2014 Q4	$1.71M	Sell	61,600 -37,400	-38%	-$1.06M	0.29%	110
2014 Q3	$2.86M	Buy	99,000 +36,100	+57%	+$1.04M	0.44%	81
2014 Q2	$1.84M	Buy	62,900 +37,100	+144%	+$1.08M	0.28%	111
2014 Q1	$729K	Buy	+25,800	New	+$713K	0.11%	165

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

Global Endowment Management's HEDJ Position: Q4 2018 in Review

Global Endowment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 38,000 shares — an estimated $1.2M sold.

Global Endowment Management first reported a position in HEDJ in Q1 2014 and held it in 11 quarters. The position peaked at $2.86M in Q3 2014. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Global Endowment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Global Endowment Management sold 38,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $1.2M.
Global Endowment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2014 and held it in 11 quarters.
Global Endowment Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.86M in Q3 2014.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Global Endowment Management's 13F filing for Q4 2018, filed 12 Feb 2019.