Alpha Cubed Investments’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Alpha Cubed Investments’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 Q1	–	Sell	-14,854	Closed	-$426K	–	195
2016 Q4	$426K	Sell	14,854 -890	-6%	-$24.3K	0.1%	112
2016 Q3	$423K	Sell	15,744 -452	-3%	-$11.9K	0.11%	111
2016 Q2	$409K	Sell	16,196 -3,012	-16%	-$78.2K	0.14%	91
2016 Q1	$499K	Sell	19,208 -302	-2%	-$7.65K	0.15%	92
2015 Q4	$525K	Sell	19,510 -3,450	-15%	-$102K	0.14%	111
2015 Q3	$698K	Sell	22,960 -1,774	-7%	-$53.3K	0.18%	101
2015 Q2	$762K	Buy	24,734 +4,822	+24%	+$157K	0.2%	104
2015 Q1	$658K	Buy	19,912 +4,918	+33%	+$152K	0.2%	103
2014 Q4	$417K	Sell	14,994 -57,368	-79%	-$1.62M	0.16%	103
2014 Q3	$2.09M	Buy	+72,362	New	+$2.08M	0.99%	37

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

RIG

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

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Alpha Cubed Investments's HEDJ Position: Q1 2017 in Review

Alpha Cubed Investments sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2017, closing a stake of 14,854 shares — an estimated $426K sold.

Alpha Cubed Investments first reported a position in HEDJ in Q3 2014 and held it in 10 quarters. The position peaked at $2.09M in Q3 2014. 311 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

Alpha Cubed Investments reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Alpha Cubed Investments sold 14,854 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $426K.
Alpha Cubed Investments first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 10 quarters.
Alpha Cubed Investments's WisdomTree Europe Hedged Equity Fund position peaked at $2.09M in Q3 2014.
311 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on Alpha Cubed Investments's 13F filing for Q1 2017, filed 2 May 2017.