Ladenburg Thalmann Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$1.69M	Sell	48,070 -3,824	-7%	-$132K	0.01%	960
2019 Q3	$1.75M	Sell	51,894 -1,894	-4%	-$62.3K	0.01%	883
2019 Q2	$1.78M	Sell	53,788 -4,346	-7%	-$143K	0.01%	854
2019 Q1	$1.86M	Sell	58,134 -6,938	-11%	-$213K	0.01%	805
2018 Q4	$1.84M	Sell	65,072 -5,826	-8%	-$173K	0.02%	707
2018 Q3	$2.24M	Buy	70,898 +4,548	+7%	+$146K	0.02%	675
2018 Q2	$2.08M	Hold	66,350	–	–	0.02%	680
2018 Q1	$2.08M	Sell	66,350 -606	-0.9%	-$19.4K	0.02%	680
2017 Q4	$2.13M	Sell	66,956 -5,838	-8%	-$190K	0.02%	660
2017 Q3	$2.35M	Sell	72,794 -29,672	-29%	-$930K	0.03%	558
2017 Q2	$3.19M	Buy	102,466 +9,478	+10%	+$307K	0.04%	426
2017 Q1	$2.92M	Buy	92,988 +41,126	+79%	+$1.22M	0.04%	423
2016 Q4	$1.48M	Sell	51,862 -6,254	-11%	-$171K	0.02%	648
2016 Q3	$1.56M	Sell	58,116 -5,778	-9%	-$153K	0.02%	582
2016 Q2	$1.62M	Sell	63,894 -10,820	-14%	-$281K	0.03%	549
2016 Q1	$1.94M	Sell	74,714 -28,050	-27%	-$710K	0.03%	445
2015 Q4	$2.77M	Buy	102,764 +16,038	+18%	+$473K	0.05%	329
2015 Q3	$2.37M	Sell	86,726 -49,230	-36%	-$1.48M	0.05%	339
2015 Q2	$4.19M	Buy	135,956 +13,406	+11%	+$438K	0.08%	244
2015 Q1	$4.05M	Buy	122,550 +91,938	+300%	+$2.85M	0.08%	257
2014 Q4	$851K	Buy	30,612 +27,324	+831%	+$773K	0.02%	664
2014 Q3	$95K	Sell	3,288 -22,122	-87%	-$637K	﹤0.01%	1627
2014 Q2	$742K	Buy	25,410 +554	+2%	+$16.1K	0.02%	605
2014 Q1	$703K	Sell	24,856 -942	-4%	-$26K	0.02%	598
2013 Q4	$725K	Sell	25,798 -1,530	-6%	-$41.6K	0.02%	560
2013 Q3	$726K	Buy	27,328 +2,222	+9%	+$57.2K	0.02%	526
2013 Q2	$603K	Buy	+25,106	New	+$634K	0.02%	559

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

PSUF

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

P3I

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

PVH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HEDJ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 7.4% in Q4 2019, selling an estimated $132K and leaving 48,070 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #960.

Ladenburg Thalmann Financial Services first reported a position in HEDJ in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.19M in Q2 2015. 285 funds tracked by Wall St. Rank hold HEDJ as of Q4 2019.

Ladenburg Thalmann Financial Services held 48,070 shares of WisdomTree Europe Hedged Equity Fund worth $1.69M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 3,824 WisdomTree Europe Hedged Equity Fund shares in Q4 2019, an estimated $132K.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #960 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $4.19M in Q2 2015.
285 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.