Aspiriant LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Aspiriant LLC’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 Q3	–	Sell	-10,902	Closed	-$340K	–	209
2017 Q2	$340K	Buy	+10,902	New	+$353K	0.03%	164
2016 Q4	–	Sell	-73,730	Closed	-$1.98M	–	186
2016 Q3	$1.98M	Sell	73,730 -384,314	-84%	-$10.2M	0.2%	71
2016 Q2	$12.7M	Buy	+458,044	New	+$11.9M	1.2%	14
2014 Q4	–	Sell	-8,440	Closed	-$244K	–	94
2014 Q3	$244K	Sell	8,440 -13,956	-62%	-$402K	0.03%	72
2014 Q2	$654K	Sell	22,396 -8,580	-28%	-$250K	0.09%	56
2014 Q1	$876K	Buy	+30,976	New	+$856K	0.13%	55

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 $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Aspiriant LLC's HEDJ Position: Q3 2017 in Review

Aspiriant LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 10,902 shares — an estimated $340K sold.

Aspiriant LLC first reported a position in HEDJ in Q1 2014 and held it in 6 quarters. The position peaked at $12.7M in Q2 2016. 305 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

Aspiriant LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
Aspiriant LLC sold 10,902 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $340K.
Aspiriant LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2014 and held it in 6 quarters.
Aspiriant LLC's WisdomTree Europe Hedged Equity Fund position peaked at $12.7M in Q2 2016.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Aspiriant LLC's 13F filing for Q3 2017, filed 13 Nov 2017.