AmeriServ Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

AmeriServ Wealth 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
2016 Q1	–	Sell	-26,010	Closed	-$700K	–	32
2015 Q4	$700K	Buy	+26,010	New	+$768K	1.66%	18
2015 Q3	–	Sell	-108,802	Closed	-$3.35M	–	100
2015 Q2	$3.35M	Sell	108,802 -15,050	-12%	-$492K	3.89%	4
2015 Q1	$4.1M	Buy	+123,852	New	+$3.84M	4.72%	3

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

RIG

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AmeriServ Wealth Advisors's HEDJ Position: Q1 2016 in Review

AmeriServ Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 26,010 shares — an estimated $700K sold.

AmeriServ Wealth Advisors first reported a position in HEDJ in Q1 2015 and held it in 3 quarters. The position peaked at $4.1M in Q1 2015. 326 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

AmeriServ Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
AmeriServ Wealth Advisors sold 26,010 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $700K.
AmeriServ Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 3 quarters.
AmeriServ Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $4.1M in Q1 2015.
326 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.