Vontobel Swiss Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Vontobel Swiss Wealth Advisors’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 Q2	–	Sell	-95,240	Closed	-$2.99M	–	87
2018 Q1	$2.99M	Sell	95,240 -2,906	-3%	-$92.8K	1.58%	20
2017 Q4	$3.13M	Sell	98,146 -9,150	-9%	-$297K	1.84%	17
2017 Q3	$3.47M	Buy	107,296 +1,728	+2%	+$54.2K	2.12%	16
2017 Q2	$3.29M	Sell	105,568 -2,768	-3%	-$89.7K	2.09%	16
2017 Q1	$3.4M	Sell	108,336 -20,414	-16%	-$608K	1.84%	20
2016 Q4	$3.69M	Buy	128,750 +6,106	+5%	+$167K	2.27%	15
2016 Q3	$3.29M	Sell	122,644 -27,880	-19%	-$737K	1.77%	19
2016 Q2	$3.42M	Buy	150,524 +3,410	+2%	+$88.6K	2.03%	16
2016 Q1	$3.82M	Buy	147,114 +4,296	+3%	+$109K	2.03%	17
2015 Q4	$3.84M	Buy	142,818 +5,890	+4%	+$174K	2.26%	17
2015 Q3	$3.66M	Sell	136,928 -40,500	-23%	-$1.22M	2.51%	18
2015 Q2	$4.9M	Sell	177,428 -40,880	-19%	-$1.34M	3.28%	13
2015 Q1	$7.22M	Buy	218,308 +78,760	+56%	+$2.44M	4.91%	6
2014 Q4	$3.88M	Buy	+139,548	New	+$3.95M	2.84%	13

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's HEDJ Position: Q2 2018 in Review

Vontobel Swiss Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 95,240 shares — an estimated $2.99M sold.

Vontobel Swiss Wealth Advisors first reported a position in HEDJ in Q4 2014 and held it in 14 quarters. The position peaked at $7.22M in Q1 2015. 295 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

Vontobel Swiss Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 95,240 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $2.99M.
Vontobel Swiss Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 14 quarters.
Vontobel Swiss Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $7.22M in Q1 2015.
295 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.