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

Accuvest Global 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 Q3	–	Sell	-146,210	Closed	-$4.5M	–	79
2015 Q2	$4.5M	Sell	146,210 -232,720	-61%	-$7.6M	1.68%	16
2015 Q1	$12.5M	Sell	378,930 -203,390	-35%	-$6.3M	4.84%	4
2014 Q4	$16.2M	Buy	+582,320	New	+$16.5M	3.47%	6

Other funds holding HEDJ

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Accuvest Global Advisors's HEDJ Position: Q3 2015 in Review

Accuvest Global Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 146,210 shares — an estimated $4.5M sold.

Accuvest Global Advisors first reported a position in HEDJ in Q4 2014 and held it in 3 quarters. The position peaked at $16.2M in Q4 2014. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Accuvest Global Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Accuvest Global Advisors sold 146,210 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $4.5M.
Accuvest Global Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 3 quarters.
Accuvest Global Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $16.2M in Q4 2014.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Accuvest Global Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.