GM Advisory Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

GM Advisory Group’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	-257,742	Closed	-$8.21M	–	130
2017 Q4	$8.21M	Buy	257,742 +16,638	+7%	+$541K	2.23%	15
2017 Q3	$7.8M	Buy	241,104 +7,398	+3%	+$232K	2.37%	16
2017 Q2	$7.28M	Buy	233,706 +2,062	+0.9%	+$66.8K	2.29%	16
2017 Q1	$7.28M	Buy	231,644 +43,736	+23%	+$1.3M	2.49%	15
2016 Q4	$5.39M	Sell	187,908 -225,522	-55%	-$6.17M	1.88%	19
2016 Q3	$11.1M	Sell	413,430 -10,610	-3%	-$280K	4.13%	9
2016 Q2	$10.7M	Sell	424,040 -29,564	-7%	-$768K	4.02%	10
2016 Q1	$11.8M	Buy	453,604 +26,562	+6%	+$672K	5.06%	7
2015 Q4	$11.5M	Sell	427,042 -40,752	-9%	-$1.2M	5.77%	6
2015 Q3	$12.8M	Buy	467,794 +54,922	+13%	+$1.65M	6.61%	5
2015 Q2	$12.7M	Buy	412,872 +107,572	+35%	+$3.51M	5.01%	11
2015 Q1	$10.1M	Buy	+305,300	New	+$9.46M	4.08%	11

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 $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

RJA

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

GM Advisory Group's HEDJ Position: Q1 2018 in Review

GM Advisory Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 257,742 shares — an estimated $8.21M sold.

GM Advisory Group first reported a position in HEDJ in Q1 2015 and held it in 12 quarters. The position peaked at $12.8M in Q3 2015. 305 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

GM Advisory Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
GM Advisory Group sold 257,742 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $8.21M.
GM Advisory Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 12 quarters.
GM Advisory Group's WisdomTree Europe Hedged Equity Fund position peaked at $12.8M in Q3 2015.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on GM Advisory Group's 13F filing for Q1 2018, filed 14 May 2018.