San Francisco Sentry Investment Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

San Francisco Sentry Investment Group’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 Q2	–	Sell	-3,160	Closed	-$99K	–	786
2018 Q1	$99K	Sell	3,160 -450	-12%	-$14.4K	0.03%	370
2017 Q4	$115K	Sell	3,610 -800	-18%	-$26K	0.03%	340
2017 Q3	$143K	Sell	4,410 -610	-12%	-$19.1K	0.05%	288
2017 Q2	$156K	Buy	+5,020	New	+$163K	0.06%	256
2016 Q1	–	Sell	-7,420	Closed	-$200K	–	163
2015 Q4	$200K	Sell	7,420 -6,410	-46%	-$189K	0.13%	149
2015 Q3	$378K	Hold	13,830	–	–	0.27%	101
2015 Q2	$426K	Buy	13,830 +3,640	+36%	+$119K	0.26%	104
2015 Q1	$337K	Buy	+10,190	New	+$316K	0.2%	117

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

San Francisco Sentry Investment Group's HEDJ Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 3,160 shares — an estimated $99K sold.

San Francisco Sentry Investment Group first reported a position in HEDJ in Q1 2015 and held it in 8 quarters. The position peaked at $426K in Q2 2015. 295 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 3,160 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $99K.
San Francisco Sentry Investment Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 8 quarters.
San Francisco Sentry Investment Group's WisdomTree Europe Hedged Equity Fund position peaked at $426K in Q2 2015.
295 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.