RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-1,594	Closed	-$50.4K	–	749
2018 Q3	$50.4K	Sell	1,594 -230	-13%	-$7.38K	0.02%	138
2018 Q2	$57.6K	Buy	1,824 +1,024	+128%	+$33.4K	0.02%	118
2018 Q1	$25.1K	Hold	800	–	–	0.01%	157
2017 Q4	$25.5K	Hold	800	–	–	0.01%	160
2017 Q3	$25.9K	Hold	800	–	–	0.01%	162
2017 Q2	$24.9K	Hold	800	–	–	0.01%	162
2017 Q1	$25.1K	Hold	800	–	–	0.01%	137
2016 Q4	$23K	Hold	800	–	–	0.01%	139
2016 Q3	$21.5K	Hold	800	–	–	0.01%	137
2016 Q2	$20.2K	Sell	800 -1,678	-68%	-$43.6K	0.01%	135
2016 Q1	$64.3K	Sell	2,478 -48	-2%	-$1.22K	0.04%	80
2015 Q4	$68K	Sell	2,526 -6,400	-72%	-$189K	0.04%	71
2015 Q3	$244K	Buy	8,926 +282	+3%	+$8.48K	0.15%	42
2015 Q2	$266K	Buy	8,644 +2,128	+33%	+$69.5K	0.16%	38
2015 Q1	$215K	Buy	+6,516	New	+$202K	0.13%	46

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HEDJ Position: Q4 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 1,594 shares — an estimated $50.4K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HEDJ in Q1 2015 and held it in 15 quarters. The position peaked at $266K in Q2 2015. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,594 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $50.4K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 15 quarters.
RAFFA WEALTH MANAGEMENT, LLC's WisdomTree Europe Hedged Equity Fund position peaked at $266K in Q2 2015.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2018, filed 27 Jul 2026.