MA Private Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

MA Private Wealth’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 Q2	–	Sell	-19,412	Closed	-$620K	–	90
2019 Q1	$620K	Sell	19,412 -33,268	-63%	-$1.02M	0.2%	55
2018 Q4	$1.49M	Buy	+52,680	New	+$1.56M	0.56%	34

Other funds holding HEDJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PSUF

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

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

MA Private Wealth's HEDJ Position: Q2 2019 in Review

MA Private Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2019, closing a stake of 19,412 shares — an estimated $620K sold.

MA Private Wealth first reported a position in HEDJ in Q4 2018 and held it in 2 quarters. The position peaked at $1.49M in Q4 2018. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

MA Private Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
MA Private Wealth sold 19,412 WisdomTree Europe Hedged Equity Fund shares in Q2 2019, an estimated $620K.
MA Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 2 quarters.
MA Private Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $1.49M in Q4 2018.
254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on MA Private Wealth's 13F filing for Q2 2019, filed 17 Jul 2019.