1834 Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

1834 Investment 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
2015 Q4	–	Sell	-107,374	Closed	-$2.93M	–	182
2015 Q3	$2.93M	Sell	107,374 -1,394	-1%	-$41.9K	0.73%	50
2015 Q2	$3.35M	Buy	108,768 +17,792	+20%	+$581K	0.92%	38
2015 Q1	$3.01M	Buy	90,976 +67,236	+283%	+$2.08M	0.82%	39
2014 Q4	$660K	Sell	23,740 -328	-1%	-$9.28K	0.18%	96
2014 Q3	$695K	Buy	24,068 +7,938	+49%	+$228K	0.19%	95
2014 Q2	$471K	Buy	+16,130	New	+$470K	0.13%	113

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1834 Investment Advisors's HEDJ Position: Q4 2015 in Review

1834 Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 107,374 shares — an estimated $2.93M sold.

1834 Investment Advisors first reported a position in HEDJ in Q2 2014 and held it in 6 quarters. The position peaked at $3.35M in Q2 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

1834 Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
1834 Investment Advisors sold 107,374 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $2.93M.
1834 Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 6 quarters.
1834 Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $3.35M in Q2 2015.
385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on 1834 Investment Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.