Nikulski Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Nikulski Financial’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 Q1	–	Sell	-53,840	Closed	-$1.72M	–	81
2017 Q4	$1.72M	Buy	+53,840	New	+$1.75M	1.85%	21

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

JCM

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Nikulski Financial's HEDJ Position: Q1 2018 in Review

Nikulski Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 53,840 shares — an estimated $1.72M sold.

Nikulski Financial first reported a position in HEDJ in Q4 2017 and held it in 1 quarter. The position peaked at $1.72M in Q4 2017. 305 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Nikulski Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Nikulski Financial sold 53,840 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $1.72M.
Nikulski Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 1 quarter.
Nikulski Financial's WisdomTree Europe Hedged Equity Fund position peaked at $1.72M in Q4 2017.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Nikulski Financial's 13F filing for Q1 2018, filed 11 May 2018.