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

Lowe Wealth 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
2018 Q2	–	Sell	-25,160	Closed	-$789K	–	249
2018 Q1	$789K	Sell	25,160 -80	-0.3%	-$2.56K	0.5%	22
2017 Q4	$804K	Hold	25,240	–	–	0.49%	22
2017 Q3	$817K	Buy	25,240 +1,680	+7%	+$52.7K	0.51%	23
2017 Q2	$734K	Sell	23,560 -750	-3%	-$24.3K	0.47%	24
2017 Q1	$763K	Sell	24,310 -2,130	-8%	-$63.4K	0.5%	23
2016 Q4	$759K	Sell	26,440 -1,680	-6%	-$46K	0.52%	22
2016 Q3	$756K	Buy	28,120 +1,220	+5%	+$32.2K	0.51%	22
2016 Q2	$680K	Buy	26,900 +730	+3%	+$19K	0.46%	25
2016 Q1	$679K	Sell	26,170 -30	-0.1%	-$759	0.47%	25
2015 Q4	$705K	Buy	26,200 +1,660	+7%	+$49K	0.48%	24
2015 Q3	$671K	Hold	24,540	–	–	0.51%	22
2015 Q2	$756K	Buy	24,540 +500	+2%	+$16.3K	0.51%	22
2015 Q1	$795K	Buy	24,040 +870	+4%	+$27K	0.54%	22
2014 Q4	$644K	Buy	+23,170	New	+$656K	0.46%	20

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lowe Wealth Advisors's HEDJ Position: Q2 2018 in Review

Lowe Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 25,160 shares — an estimated $789K sold.

Lowe Wealth Advisors first reported a position in HEDJ in Q4 2014 and held it in 14 quarters. The position peaked at $817K in Q3 2017. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

Lowe Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 25,160 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $789K.
Lowe Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 14 quarters.
Lowe Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $817K in Q3 2017.
296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Lowe Wealth Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.