Itau Unibanco Holding S.A.’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-2,065,086	Closed	-$58.3M	–	756
2019 Q1	$58.3M	Hold	2,065,086	–	–	2.64%	10
2018 Q4	$58.3M	Buy	2,065,086 +1,659,876	+410%	+$49.2M	2.64%	10
2018 Q3	$12.8M	Sell	405,210 -113,058	-22%	-$3.63M	0.73%	23
2018 Q2	$16.4M	Sell	518,268 -500,000	-49%	-$16.3M	1.73%	13
2018 Q1	$31.9M	Buy	1,018,268 +613,908	+152%	+$19.6M	0.21%	13
2017 Q4	$12.9M	Buy	404,360 +261,618	+183%	+$8.5M	0.77%	18
2017 Q3	$4.62M	Buy	142,742 +68,372	+92%	+$2.14M	0.31%	38
2017 Q2	$2.32M	Buy	74,370 +55,468	+293%	+$1.8M	0.27%	56
2017 Q1	$594K	Sell	18,902 -24,194	-56%	-$720K	0.07%	81
2016 Q4	$1.24M	Sell	43,096 -88,386	-67%	-$2.42M	0.15%	64
2016 Q3	$3.53M	Buy	131,482 +39,292	+43%	+$1.04M	0.4%	39
2016 Q2	$2.33M	Buy	+92,190	New	+$2.39M	0.39%	33

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Itau Unibanco Holding S.A.'s HEDJ Position: Q2 2019 in Review

Itau Unibanco Holding S.A. sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2019, closing a stake of 2,065,086 shares — an estimated $58.3M sold.

Itau Unibanco Holding S.A. first reported a position in HEDJ in Q2 2016 and held it in 12 quarters. The position peaked at $58.3M in Q1 2019. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

Itau Unibanco Holding S.A. reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,065,086 WisdomTree Europe Hedged Equity Fund shares in Q2 2019, an estimated $58.3M.
Itau Unibanco Holding S.A. first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 12 quarters.
Itau Unibanco Holding S.A.'s WisdomTree Europe Hedged Equity Fund position peaked at $58.3M in Q1 2019.
254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2019, filed 14 Aug 2019.