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

Agilis 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
2015 Q1	–	Sell	-412,236	Closed	-$11.5M	–	15
2014 Q4	$11.5M	Buy	+412,236	New	+$11.7M	10.37%	3

Other funds holding HEDJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Agilis Partners's HEDJ Position: Q1 2015 in Review

Agilis Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2015, closing a stake of 412,236 shares — an estimated $11.5M sold.

Agilis Partners first reported a position in HEDJ in Q4 2014 and held it in 1 quarter. The position peaked at $11.5M in Q4 2014. 351 funds tracked by Wall St. Rank hold HEDJ as of Q1 2015.

Agilis Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2015 after selling out during the quarter.
Agilis Partners sold 412,236 WisdomTree Europe Hedged Equity Fund shares in Q1 2015, an estimated $11.5M.
Agilis Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 1 quarter.
Agilis Partners's WisdomTree Europe Hedged Equity Fund position peaked at $11.5M in Q4 2014.
351 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2015.

Based on Agilis Partners's 13F filing for Q1 2015, filed 4 May 2015.