Omnia Family Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Omnia Family Wealth’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 Q3	–	Sell	-8,000	Closed	-$265K	–	91
2019 Q2	$265K	Hold	8,000	–	–	0.13%	78
2019 Q1	$256K	Hold	8,000	–	–	0.13%	76
2018 Q4	$226K	Hold	8,000	–	–	0.12%	79
2018 Q3	$253K	Hold	8,000	–	–	0.12%	76
2018 Q2	$253K	Hold	8,000	–	–	0.12%	76
2018 Q1	$251K	Hold	8,000	–	–	0.12%	75
2017 Q4	$255K	Hold	8,000	–	–	0.12%	75
2017 Q3	$259K	Sell	8,000 -2,000	-20%	-$62.7K	0.13%	73
2017 Q2	$312K	Hold	10,000	–	–	0.15%	57
2017 Q1	$314K	Hold	10,000	–	–	0.15%	59
2016 Q4	$287K	Buy	+10,000	New	+$274K	0.14%	70

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return