Level Four Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Level Four Advisory 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
2018 Q1	–	Sell	-29,288	Closed	-$933K	–	541
2017 Q4	$933K	Buy	29,288 +630	+2%	+$20.5K	0.07%	248
2017 Q3	$927K	Buy	28,658 +3,676	+15%	+$115K	0.08%	233
2017 Q2	$779K	Sell	24,982 -2,136	-8%	-$69.2K	0.12%	182
2017 Q1	$846K	Buy	+27,118	New	+$807K	0.09%	226

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Level Four Advisory Services's HEDJ Position: Q1 2018 in Review

Level Four Advisory Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 29,288 shares — an estimated $933K sold.

Level Four Advisory Services first reported a position in HEDJ in Q1 2017 and held it in 4 quarters. The position peaked at $933K in Q4 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Level Four Advisory Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Level Four Advisory Services sold 29,288 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $933K.
Level Four Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2017 and held it in 4 quarters.
Level Four Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $933K in Q4 2017.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.