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

Sumitomo Mitsui 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 Q1	–	Sell	-10,816	Closed	-$304K	–	120
2018 Q4	$304K	Hold	10,816	–	–	0.02%	84
2018 Q3	$342K	Sell	10,816 -1,810	-14%	-$58K	0.03%	79
2018 Q2	$399K	Hold	12,626	–	–	0.04%	65
2018 Q1	$396K	Hold	12,626	–	–	0.04%	63
2017 Q4	$402K	Sell	12,626 -11,772	-48%	-$382K	0.05%	57
2017 Q3	$789K	Buy	24,398 +9,816	+67%	+$308K	0.09%	52
2017 Q2	$454K	Sell	14,582 -720	-5%	-$23.3K	0.09%	53
2017 Q1	$481K	Hold	15,302	–	–	0.09%	26
2016 Q4	$439K	Buy	+15,302	New	+$419K	0.1%	26

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 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

Sumitomo Mitsui Financial Group's HEDJ Position: Q1 2019 in Review

Sumitomo Mitsui Financial Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 10,816 shares — an estimated $304K sold.

Sumitomo Mitsui Financial Group first reported a position in HEDJ in Q4 2016 and held it in 9 quarters. The position peaked at $789K in Q3 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

Sumitomo Mitsui Financial Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 10,816 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $304K.
Sumitomo Mitsui Financial Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 9 quarters.
Sumitomo Mitsui Financial Group's WisdomTree Europe Hedged Equity Fund position peaked at $789K in Q3 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2019, filed 14 May 2019.