Moody Lynn & Lieberson’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Moody Lynn & Lieberson’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	-8,320	Closed	-$263K	–	201
2018 Q3	$263K	Sell	8,320 -5,190	-38%	-$166K	0.03%	192
2018 Q2	$427K	Sell	13,510 -400	-3%	-$13K	0.05%	169
2018 Q1	$436K	Sell	13,910 -3,500	-20%	-$112K	0.05%	166
2017 Q4	$573K	Sell	17,410 -3,320	-16%	-$108K	0.06%	149
2017 Q3	$671K	Sell	20,730 -840	-4%	-$26.3K	0.08%	131
2017 Q2	$672K	Sell	21,570 -319,930	-94%	-$10.4M	0.09%	128
2017 Q1	$10.7M	Buy	+341,500	New	+$10.2M	1.51%	24
2015 Q3	–	Sell	-251,560	Closed	-$7.75M	–	178
2015 Q2	$7.75M	Buy	251,560 +174,566	+227%	+$5.7M	1.23%	25
2015 Q1	$2.55M	Buy	+76,994	New	+$2.39M	0.41%	65

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

P3I

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

Moody Lynn & Lieberson's HEDJ Position: Q4 2018 in Review

Moody Lynn & Lieberson sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 8,320 shares — an estimated $263K sold.

Moody Lynn & Lieberson first reported a position in HEDJ in Q1 2015 and held it in 9 quarters. The position peaked at $10.7M in Q1 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Moody Lynn & Lieberson reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Moody Lynn & Lieberson sold 8,320 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $263K.
Moody Lynn & Lieberson first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 9 quarters.
Moody Lynn & Lieberson's WisdomTree Europe Hedged Equity Fund position peaked at $10.7M in Q1 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2018, filed 29 Jan 2019.