Summit Securities Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Summit Securities 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
2018 Q4	–	Sell	-10,000	Closed	-$316K	–	324
2018 Q3	$316K	Sell	10,000 -400	-4%	-$12.8K	0.12%	116
2018 Q2	$328K	Buy	+10,400	New	+$339K	0.05%	168
2018 Q1	–	Sell	-20,000	Closed	-$637K	–	187
2017 Q4	$637K	Buy	+20,000	New	+$650K	0.08%	84

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

P3I

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

Summit Securities Group's HEDJ Position: Q4 2018 in Review

Summit Securities Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 10,000 shares — an estimated $316K sold.

Summit Securities Group first reported a position in HEDJ in Q4 2017 and held it in 3 quarters. The position peaked at $637K in Q4 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Summit Securities Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Summit Securities Group sold 10,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $316K.
Summit Securities Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 3 quarters.
Summit Securities Group's WisdomTree Europe Hedged Equity Fund position peaked at $637K in Q4 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Summit Securities Group's 13F filing for Q4 2018, filed 23 Jan 2019.