JNBA Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

JNBA Financial 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
2020 Q2	–	Sell	-76	Closed	-$2K	–	572
2020 Q1	$2K	Hold	76	–	–	﹤0.01%	502
2019 Q4	$3K	Hold	76	–	–	﹤0.01%	530
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	512
2019 Q2	$3K	Hold	76	–	–	﹤0.01%	562
2019 Q1	$2K	Buy	+76	New	+$2.33K	﹤0.01%	504
2016 Q4	–	Sell	-3,446	Closed	-$93K	–	840
2016 Q3	$93K	Buy	+3,446	New	+$91.1K	0.01%	380

Other funds holding HEDJ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

JNBA Financial Advisors's HEDJ Position: Q2 2020 in Review

JNBA Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 76 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in HEDJ in Q3 2016 and held it in 6 quarters. The position peaked at $93K in Q3 2016. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

JNBA Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
JNBA Financial Advisors sold 76 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $2K.
JNBA Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2016 and held it in 6 quarters.
JNBA Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $93K in Q3 2016.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on JNBA Financial Advisors's 13F filing for Q2 2020, filed 24 Jul 2020.