Partnervest Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Partnervest Advisory Services’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 Q4	–	Sell	-6,942	Closed	-$219K	–	229
2018 Q3	$219K	Buy	+6,942	New	+$223K	0.09%	192
2017 Q4	–	Sell	-25,008	Closed	-$809K	–	186
2017 Q3	$809K	Sell	25,008 -610	-2%	-$19.1K	0.39%	50
2017 Q2	$798K	Sell	25,618 -11,040	-30%	-$358K	0.36%	59
2017 Q1	$1.15M	Sell	36,658 -2,738	-7%	-$81.5K	0.52%	39
2016 Q4	$1.13M	Sell	39,396 -1,568	-4%	-$42.9K	0.52%	38
2016 Q3	$1.1M	Buy	40,964 +4,726	+13%	+$125K	0.52%	36
2016 Q2	$916K	Buy	36,238 +500	+1%	+$13K	0.45%	36
2016 Q1	$928K	Sell	35,738 -16,724	-32%	-$423K	0.49%	33
2015 Q4	$1.41M	Buy	+52,462	New	+$1.55M	0.78%	23
2014 Q3	–	Sell	-968	Closed	-$28K	–	421
2014 Q2	$28K	Buy	+968	New	+$28.2K	0.01%	472

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

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

JCM

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

P3I

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

Partnervest Advisory Services's HEDJ Position: Q4 2018 in Review

Partnervest Advisory Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 6,942 shares — an estimated $219K sold.

Partnervest Advisory Services first reported a position in HEDJ in Q2 2014 and held it in 10 quarters. The position peaked at $1.41M in Q4 2015. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Partnervest Advisory Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Partnervest Advisory Services sold 6,942 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $219K.
Partnervest Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 10 quarters.
Partnervest Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $1.41M in Q4 2015.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Partnervest Advisory Services's 13F filing for Q4 2018, filed 1 Feb 2019.