OneDigital Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-200	Closed	-$6K	–	1094
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	1142
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	1126
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	1064
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	869
2017 Q2	$6K	Buy	+200	New	+$6.48K	﹤0.01%	1023

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

OneDigital Investment Advisors's HEDJ Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 200 shares — an estimated $6K sold.

OneDigital Investment Advisors first reported a position in HEDJ in Q2 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 276 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

OneDigital Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 200 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $6K.
OneDigital Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $6K in Q2 2018.
276 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.