IberiaBank’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

IberiaBank’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 Q2	–	Sell	-9,352	Closed	-$293K	–	215
2018 Q1	$293K	Sell	9,352 -3,664	-28%	-$117K	0.06%	187
2017 Q4	$419K	Buy	13,016 +744	+6%	+$24.2K	0.07%	180
2017 Q3	$398K	Buy	12,272 +4,182	+52%	+$131K	0.07%	172
2017 Q2	$252K	Hold	8,090	–	–	0.08%	148
2017 Q1	$254K	Sell	8,090 -7,204	-47%	-$214K	0.08%	158
2016 Q4	$439K	Buy	+15,294	New	+$418K	0.16%	103

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

IberiaBank's HEDJ Position: Q2 2018 in Review

IberiaBank sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 9,352 shares — an estimated $293K sold.

IberiaBank first reported a position in HEDJ in Q4 2016 and held it in 6 quarters. The position peaked at $439K in Q4 2016. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

IberiaBank reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
IberiaBank sold 9,352 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $293K.
IberiaBank first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 6 quarters.
IberiaBank's WisdomTree Europe Hedged Equity Fund position peaked at $439K in Q4 2016.
296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on IberiaBank's 13F filing for Q2 2018, filed 26 Jul 2018.