RiverGlades Family Offices’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

RiverGlades Family Offices’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	-9,490	Closed	-$300K	–	58
2018 Q3	$300K	Sell	9,490 -1,156	-11%	-$37.1K	0.25%	58
2018 Q2	$336K	Buy	10,646 +180	+2%	+$5.87K	0.29%	52
2018 Q1	$328K	Buy	10,466 +210	+2%	+$6.71K	0.26%	54
2017 Q4	$327K	Buy	+10,256	New	+$333K	0.27%	53

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 $299B AUM 28.69% 1-Year Est. Return

P3I

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

RiverGlades Family Offices's HEDJ Position: Q4 2018 in Review

RiverGlades Family Offices sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 9,490 shares — an estimated $300K sold.

RiverGlades Family Offices first reported a position in HEDJ in Q4 2017 and held it in 4 quarters. The position peaked at $336K in Q2 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

RiverGlades Family Offices reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
RiverGlades Family Offices sold 9,490 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $300K.
RiverGlades Family Offices first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
RiverGlades Family Offices's WisdomTree Europe Hedged Equity Fund position peaked at $336K in Q2 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on RiverGlades Family Offices's 13F filing for Q4 2018, filed 13 Feb 2019.