Rice Partnership’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Rice Partnership’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	-126,812	Closed	-$4.01M	–	73
2018 Q3	$4.01M	Sell	126,812 -1,972	-2%	-$63.2K	2.53%	14
2018 Q2	$4.07M	Buy	128,784 +4,296	+3%	+$140K	2.68%	13
2018 Q1	$3.9M	Buy	124,488 +7,064	+6%	+$226K	2.6%	11
2017 Q4	$3.74M	Buy	+117,424	New	+$3.81M	2.63%	10

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

JCM

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

P3I

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

Rice Partnership's HEDJ Position: Q4 2018 in Review

Rice Partnership sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 126,812 shares — an estimated $4.01M sold.

Rice Partnership first reported a position in HEDJ in Q4 2017 and held it in 4 quarters. The position peaked at $4.07M in Q2 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Rice Partnership reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Rice Partnership sold 126,812 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $4.01M.
Rice Partnership first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
Rice Partnership's WisdomTree Europe Hedged Equity Fund position peaked at $4.07M in Q2 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Rice Partnership's 13F filing for Q4 2018, filed 22 Jan 2019.