WFG Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

WFG 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
2017 Q2	$212K	Buy	6,816 +474	+7%	+$15.4K	0.05%	355
2017 Q1	$199K	Sell	6,342 -2,228	-26%	-$66.3K	0.05%	340
2016 Q4	$246K	Buy	8,570 +392	+5%	+$10.7K	0.06%	320
2016 Q3	$220K	Sell	8,178 -556	-6%	-$14.7K	0.05%	345
2016 Q2	$221K	Sell	8,734 -864	-9%	-$22.4K	0.06%	310
2016 Q1	$249K	Sell	9,598 -288	-3%	-$7.29K	0.07%	261
2015 Q4	$266K	Sell	9,886 -1,564	-14%	-$46.2K	0.08%	239
2015 Q3	$313K	Buy	11,450 +332	+3%	+$9.98K	0.1%	209
2015 Q2	$342K	Buy	11,118 +6,920	+165%	+$226K	0.09%	231
2015 Q1	$139K	Buy	+4,198	New	+$130K	0.04%	442

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's HEDJ Position: Q2 2017 in Review

WFG Advisors increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 7.5% in Q2 2017, buying an estimated $15.4K and bringing the position to 6,816 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #355.

WFG Advisors first reported a position in HEDJ in Q1 2015 and has held it in 10 quarters since. The position peaked at $342K in Q2 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

WFG Advisors held 6,816 shares of WisdomTree Europe Hedged Equity Fund worth $212K as of Q2 2017.
WFG Advisors bought 474 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $15.4K.
WisdomTree Europe Hedged Equity Fund made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #355 holding.
WFG Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 10 quarters since.
WFG Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $342K in Q2 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.