Pictet Bank & Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Pictet Bank & Trust’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 Q1	–	Sell	-9,240	Closed	-$261K	–	70
2018 Q4	$261K	Hold	9,240	–	–	0.1%	66
2018 Q3	$292K	Hold	9,240	–	–	0.09%	71
2018 Q2	$292K	Hold	9,240	–	–	0.1%	72
2018 Q1	$290K	Hold	9,240	–	–	0.1%	72
2017 Q4	$294K	Hold	9,240	–	–	0.09%	80
2017 Q3	$299K	Hold	9,240	–	–	0.09%	76
2017 Q2	$288K	Hold	9,240	–	–	0.09%	81
2017 Q1	$290K	Hold	9,240	–	–	0.09%	69
2016 Q4	$265K	Sell	9,240 -26,800	-74%	-$733K	0.09%	73
2016 Q3	$968K	Buy	36,040 +26,800	+290%	+$708K	0.32%	51
2016 Q2	$233K	Hold	9,240	–	–	0.09%	74
2016 Q1	$240K	Hold	9,240	–	–	0.09%	81
2015 Q4	$249K	Sell	9,240 -4,000	-30%	-$118K	0.09%	72
2015 Q3	$362K	Hold	13,240	–	–	0.13%	65
2015 Q2	$408K	Buy	13,240 +5,200	+65%	+$170K	0.14%	60
2015 Q1	$266K	Buy	+8,040	New	+$249K	0.1%	65

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

P3I

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

Pictet Bank & Trust's HEDJ Position: Q1 2019 in Review

Pictet Bank & Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 9,240 shares — an estimated $261K sold.

Pictet Bank & Trust first reported a position in HEDJ in Q1 2015 and held it in 16 quarters. The position peaked at $968K in Q3 2016. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

Pictet Bank & Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Pictet Bank & Trust sold 9,240 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $261K.
Pictet Bank & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 16 quarters.
Pictet Bank & Trust's WisdomTree Europe Hedged Equity Fund position peaked at $968K in Q3 2016.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Pictet Bank & Trust's 13F filing for Q1 2019, filed 2 May 2019.