New Vernon Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

New Vernon Investment Management’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	-130,200	Closed	-$4.12M	–	45
2018 Q3	$4.12M	Sell	130,200 -23,000	-15%	-$737K	4.88%	4
2018 Q2	$4.84M	Hold	153,200	–	–	5.52%	4
2018 Q1	$4.8M	Hold	153,200	–	–	5.74%	3
2017 Q4	$4.88M	Hold	153,200	–	–	5.08%	4
2017 Q3	$4.96M	Hold	153,200	–	–	5.51%	5
2017 Q2	$4.77M	Hold	153,200	–	–	6.02%	4
2017 Q1	$4.81M	Hold	153,200	–	–	6.28%	3
2016 Q4	$4.4M	Buy	+153,200	New	+$4.19M	6.13%	3

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 $67.7B AUM 51.91% 1-Year Est. Return

P3I

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

New Vernon Investment Management's HEDJ Position: Q4 2018 in Review

New Vernon Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 130,200 shares — an estimated $4.12M sold.

New Vernon Investment Management first reported a position in HEDJ in Q4 2016 and held it in 8 quarters. The position peaked at $4.96M in Q3 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

New Vernon Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
New Vernon Investment Management sold 130,200 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $4.12M.
New Vernon Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 8 quarters.
New Vernon Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $4.96M in Q3 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on New Vernon Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.