Heritage Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Heritage Wealth Advisors’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
2019 Q1	–	Sell	-5,860	Closed	-$165K	–	453
2018 Q4	$165K	Sell	5,860 -718,900	-99%	-$21.3M	0.03%	130
2018 Q3	$22.9M	Buy	724,760 +42,194	+6%	+$1.35M	4.49%	4
2018 Q2	$21.5M	Buy	682,566 +28,756	+4%	+$938K	8.06%	2
2018 Q1	$20.5M	Buy	653,810 +35,376	+6%	+$1.13M	8.51%	3
2017 Q4	$19.7M	Buy	618,434 +8,336	+1%	+$271K	8.43%	3
2017 Q3	$19.7M	Buy	610,098 +20,094	+3%	+$630K	9.93%	2
2017 Q2	$18.4M	Buy	590,004 +6,742	+1%	+$218K	9.52%	2
2017 Q1	$18.3M	Buy	583,262 +50,552	+9%	+$1.5M	9.87%	2
2016 Q4	$15.3M	Buy	532,710 +11,358	+2%	+$311K	9.99%	2
2016 Q3	$14M	Sell	521,352 -13,762	-3%	-$364K	9.7%	2
2016 Q2	$13.5M	Buy	535,114 +25,298	+5%	+$657K	9.13%	2
2016 Q1	$13.2M	Buy	509,816 +10,524	+2%	+$266K	10.37%	2
2015 Q4	$13.4M	Buy	499,292 +4,716	+1%	+$139K	11.32%	2
2015 Q3	$13.5M	Buy	494,576 +10,164	+2%	+$306K	11.62%	2
2015 Q2	$14.9M	Buy	484,412 +16,430	+4%	+$537K	12.38%	2
2015 Q1	$15.5M	Buy	467,982 +42,618	+10%	+$1.32M	12.77%	2
2014 Q4	$11.8M	Buy	+425,364	New	+$12M	10.56%	2

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $4.31B AUM 46.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Heritage Wealth Advisors's HEDJ Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 5,860 shares — an estimated $165K sold.

Heritage Wealth Advisors first reported a position in HEDJ in Q4 2014 and held it in 17 quarters. The position peaked at $22.9M in Q3 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

Heritage Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 5,860 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $165K.
Heritage Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 17 quarters.
Heritage Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $22.9M in Q3 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.