Stelac Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Stelac Advisory Services’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	-3,600	Closed	-$114K	–	154
2018 Q2	$114K	Hold	3,600	–	–	0.03%	127
2018 Q1	$113K	Hold	3,600	–	–	0.03%	117
2017 Q4	$115K	Buy	+3,600	New	+$117K	0.05%	58
2017 Q1	–	Sell	-22,930	Closed	-$658K	–	78
2016 Q4	$658K	Buy	+22,930	New	+$627K	0.22%	30

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

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 $570B AUM 27.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Stelac Advisory Services's HEDJ Position: Q3 2018 in Review

Stelac Advisory Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 3,600 shares — an estimated $114K sold.

Stelac Advisory Services first reported a position in HEDJ in Q4 2016 and held it in 4 quarters. The position peaked at $658K in Q4 2016. 276 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

Stelac Advisory Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Stelac Advisory Services sold 3,600 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $114K.
Stelac Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 4 quarters.
Stelac Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $658K in Q4 2016.
276 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Stelac Advisory Services's 13F filing for Q3 2018, filed 8 Nov 2018.