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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSUF

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

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

PVH

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Omnia Family Wealth's HEDJ Position: Q3 2019 in Review

Omnia Family Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 8,000 shares — an estimated $265K sold.

Omnia Family Wealth first reported a position in HEDJ in Q4 2016 and held it in 11 quarters. The position peaked at $314K in Q1 2017. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

Omnia Family Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Omnia Family Wealth sold 8,000 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $265K.
Omnia Family Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 11 quarters.
Omnia Family Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $314K in Q1 2017.
246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Omnia Family Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.