Sigma Planning Corp’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-6,990	Closed	-$223K	–	880
2017 Q4	$223K	Sell	6,990 -1,560	-18%	-$50.7K	0.02%	728
2017 Q3	$277K	Sell	8,550 -7,820	-48%	-$245K	0.02%	640
2017 Q2	$510K	Sell	16,370 -3,214	-16%	-$104K	0.05%	403
2017 Q1	$615K	Sell	19,584 -2,662	-12%	-$79.2K	0.06%	337
2016 Q4	$638K	Sell	22,246 -4,128	-16%	-$113K	0.07%	296
2016 Q3	$709K	Sell	26,374 -8,700	-25%	-$230K	0.08%	259
2016 Q2	$886K	Sell	35,074 -6,148	-15%	-$160K	0.12%	199
2016 Q1	$1.07M	Sell	41,222 -1,752	-4%	-$44.4K	0.15%	165
2015 Q4	$1.16M	Buy	42,974 +6,396	+17%	+$189K	0.16%	150
2015 Q3	$999K	Sell	36,578 -10,734	-23%	-$323K	0.16%	157
2015 Q2	$1.46M	Sell	47,312 -8,090	-15%	-$264K	0.2%	126
2015 Q1	$1.83M	Buy	+55,402	New	+$1.72M	0.24%	96

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

JCM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sigma Planning Corp's HEDJ Position: Q1 2018 in Review

Sigma Planning Corp sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 6,990 shares — an estimated $223K sold.

Sigma Planning Corp first reported a position in HEDJ in Q1 2015 and held it in 12 quarters. The position peaked at $1.83M in Q1 2015. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Sigma Planning Corp reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Sigma Planning Corp sold 6,990 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $223K.
Sigma Planning Corp first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 12 quarters.
Sigma Planning Corp's WisdomTree Europe Hedged Equity Fund position peaked at $1.83M in Q1 2015.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Sigma Planning Corp's 13F filing for Q1 2018, filed 11 May 2018.