North Star Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

North Star 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
2019 Q2	–	Sell	-200	Closed	-$6K	–	614
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	899
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	875
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	912
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	931
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	911
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	884
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	910
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	900
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	861
2016 Q4	$6K	Sell	200 -1,000	-83%	-$27.4K	﹤0.01%	809
2016 Q3	$32K	Hold	1,200	–	–	0.01%	470
2016 Q2	$30K	Buy	+1,200	New	+$31.2K	0.01%	470

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

North Star Investment Management's HEDJ Position: Q2 2019 in Review

North Star Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2019, closing a stake of 200 shares — an estimated $6K sold.

North Star Investment Management first reported a position in HEDJ in Q2 2016 and held it in 12 quarters. The position peaked at $32K in Q3 2016. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

North Star Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
North Star Investment Management sold 200 WisdomTree Europe Hedged Equity Fund shares in Q2 2019, an estimated $6K.
North Star Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 12 quarters.
North Star Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $32K in Q3 2016.
254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on North Star Investment Management's 13F filing for Q2 2019, filed 15 Jul 2019.