Wealthspire Advisors (Maryland)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Wealthspire Advisors (Maryland)’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	-2,700	Closed	-$85K	–	2489
2018 Q3	$85K	Hold	2,700	–	–	0.01%	754
2018 Q2	$85K	Hold	2,700	–	–	0.01%	770
2018 Q1	$85K	Buy	2,700 +800	+42%	+$25.5K	0.01%	770
2017 Q4	$61K	Hold	1,900	–	–	0.01%	923
2017 Q3	$61K	Buy	+1,900	New	+$59.6K	0.01%	891
2016 Q1	–	Sell	-998	Closed	-$27K	–	1783
2015 Q4	$27K	Buy	+998	New	+$29.5K	0.01%	881

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

Wealthspire Advisors (Maryland)'s HEDJ Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 2,700 shares — an estimated $85K sold.

Wealthspire Advisors (Maryland) first reported a position in HEDJ in Q4 2015 and held it in 6 quarters. The position peaked at $85K in Q3 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,700 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $85K.
Wealthspire Advisors (Maryland) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s WisdomTree Europe Hedged Equity Fund position peaked at $85K in Q3 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.