ACI
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $6.46B AUM 18.45% 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