YorkBridge Wealth Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,188	Closed	-$38K	–	787
2018 Q2	$38K	Hold	1,188	–	–	0.02%	395
2018 Q1	$38K	Sell	1,188 -300	-20%	-$9.58K	0.02%	396
2017 Q4	$46K	Sell	1,488 -4,946	-77%	-$161K	0.02%	381
2017 Q3	$208K	Sell	6,434 -584	-8%	-$18.3K	0.11%	168
2017 Q2	$220K	Sell	7,018 -500	-7%	-$16.2K	0.12%	163
2017 Q1	$246K	Sell	7,518 -1,168	-13%	-$34.8K	0.13%	147
2016 Q4	$234K	Buy	+8,686	New	+$238K	0.14%	141

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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 $672B AUM 33.48% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

YorkBridge Wealth Partners's HEDJ Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 1,188 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in HEDJ in Q4 2016 and held it in 7 quarters. The position peaked at $246K in Q1 2017. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

YorkBridge Wealth Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,188 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $38K.
YorkBridge Wealth Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's WisdomTree Europe Hedged Equity Fund position peaked at $246K in Q1 2017.
275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.