SFMG Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

SFMG Wealth Advisors’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 Q3	–	Sell	-898,272	Closed	-$28.4M	–	149
2018 Q2	$28.4M	Buy	898,272 +21,430	+2%	+$699K	4.6%	9
2018 Q1	$27.5M	Buy	876,842 +16,220	+2%	+$518K	4.66%	9
2017 Q4	$27.4M	Buy	860,622 +66,520	+8%	+$2.16M	4.55%	9
2017 Q3	$25.7M	Buy	+794,102	New	+$24.9M	5.02%	9

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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 $672B AUM 33.48% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

SFMG Wealth Advisors's HEDJ Position: Q3 2018 in Review

SFMG Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 898,272 shares — an estimated $28.4M sold.

SFMG Wealth Advisors first reported a position in HEDJ in Q3 2017 and held it in 4 quarters. The position peaked at $28.4M in Q2 2018. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

SFMG Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
SFMG Wealth Advisors sold 898,272 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $28.4M.
SFMG Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2017 and held it in 4 quarters.
SFMG Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $28.4M in Q2 2018.
275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on SFMG Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.