StrategIQ Financial Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

StrategIQ Financial 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
2019 Q2	–	Sell	-6,930	Closed	-$221K	–	194
2019 Q1	$221K	Sell	6,930 -92,606	-93%	-$2.84M	0.07%	175
2018 Q4	$2.81M	Sell	99,536 -111,008	-53%	-$3.29M	0.96%	27
2018 Q3	$6.66M	Sell	210,544 -35,206	-14%	-$1.13M	2.11%	14
2018 Q2	$7.76M	Buy	245,750 +6,540	+3%	+$213K	2.68%	6
2018 Q1	$7.5M	Buy	239,210 +34,798	+17%	+$1.11M	2.97%	5
2017 Q4	$6.51M	Buy	204,412 +56,164	+38%	+$1.82M	2.53%	6
2017 Q3	$4.8M	Buy	148,248 +17,928	+14%	+$562K	1.93%	13
2017 Q2	$4.06M	Sell	130,320 -1,328	-1%	-$43K	1.72%	14
2017 Q1	$4.13M	Sell	131,648 -3,792	-3%	-$113K	1.87%	14
2016 Q4	$3.89M	Sell	135,440 -6,266	-4%	-$171K	1.94%	13
2016 Q3	$3.81M	Sell	141,706 -6,964	-5%	-$184K	2.09%	12
2016 Q2	$3.76M	Sell	148,670 -3,258	-2%	-$84.6K	2.2%	12
2016 Q1	$3.94M	Buy	151,928 +86	+0.1%	+$2.18K	3.68%	11
2015 Q4	$4.08M	Buy	+151,842	New	+$4.48M	4.18%	10

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JCM

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

StrategIQ Financial Group's HEDJ Position: Q2 2019 in Review

StrategIQ Financial Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2019, closing a stake of 6,930 shares — an estimated $221K sold.

StrategIQ Financial Group first reported a position in HEDJ in Q4 2015 and held it in 14 quarters. The position peaked at $7.76M in Q2 2018. 254 funds tracked by Wall St. Rank hold HEDJ as of Q2 2019.

StrategIQ Financial Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
StrategIQ Financial Group sold 6,930 WisdomTree Europe Hedged Equity Fund shares in Q2 2019, an estimated $221K.
StrategIQ Financial Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 14 quarters.
StrategIQ Financial Group's WisdomTree Europe Hedged Equity Fund position peaked at $7.76M in Q2 2018.
254 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2019.

Based on StrategIQ Financial Group's 13F filing for Q2 2019, filed 29 Jul 2019.