McAdam LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

McAdam LLC’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 Q4	–	Sell	-366	Closed	-$12K	–	277
2018 Q3	$12K	Hold	366	–	–	﹤0.01%	318
2018 Q2	$12K	Hold	366	–	–	﹤0.01%	305
2018 Q1	$11K	Buy	+366	New	+$11.7K	0.01%	318

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

P3I

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

McAdam LLC's HEDJ Position: Q4 2018 in Review

McAdam LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 366 shares — an estimated $12K sold.

McAdam LLC first reported a position in HEDJ in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

McAdam LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 366 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $12K.
McAdam LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 3 quarters.
McAdam LLC's WisdomTree Europe Hedged Equity Fund position peaked at $12K in Q3 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.