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

Kovack 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	-7,740	Closed	-$218K	–	472
2018 Q4	$218K	Sell	7,740 -1,080	-12%	-$32K	0.06%	330
2018 Q3	$279K	Buy	8,820 +760	+9%	+$24.4K	0.07%	304
2018 Q2	$254K	Sell	8,060 -2,400	-23%	-$78.2K	0.07%	316
2018 Q1	$328K	Buy	10,460 +3,080	+42%	+$98.4K	0.08%	290
2017 Q4	$235K	Buy	+7,380	New	+$240K	0.06%	363
2016 Q3	–	Sell	-10,204	Closed	-$258K	–	286
2016 Q2	$258K	Sell	10,204 -2,248	-18%	-$58.4K	0.14%	180
2016 Q1	$323K	Sell	12,452 -20	-0.2%	-$506	0.2%	124
2015 Q4	$336K	Buy	12,472 +1,116	+10%	+$32.9K	0.22%	122
2015 Q3	$310K	Buy	11,356 +242	+2%	+$7.28K	0.22%	128
2015 Q2	$342K	Buy	+11,114	New	+$363K	0.24%	109
2015 Q1	–	Sell	-58,328	Closed	-$1.62M	–	200
2014 Q4	$1.62M	Buy	+58,328	New	+$1.65M	1.67%	11

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 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

Kovack Advisors's HEDJ Position: Q1 2019 in Review

Kovack Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 7,740 shares — an estimated $218K sold.

Kovack Advisors first reported a position in HEDJ in Q4 2014 and held it in 11 quarters. The position peaked at $1.62M in Q4 2014. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

Kovack Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Kovack Advisors sold 7,740 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $218K.
Kovack Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 11 quarters.
Kovack Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $1.62M in Q4 2014.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Kovack Advisors's 13F filing for Q1 2019, filed 3 May 2019.