Barrington Strategic Wealth Management Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Barrington Strategic Wealth Management Group’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	$715K	Buy	+22,110	New	+$693K	0.36%	71
2016 Q2	–	Sell	-165,140	Closed	-$4.29M	–	99
2016 Q1	$4.29M	Sell	165,140 -18,254	-10%	-$462K	2.48%	7
2015 Q4	$4.93M	Buy	183,394 +3,896	+2%	+$115K	2.89%	4
2015 Q3	$4.91M	Buy	179,498 +994	+0.6%	+$29.9K	3.13%	5
2015 Q2	$5.5M	Buy	178,504 +10,260	+6%	+$335K	3.31%	4
2015 Q1	$5.56M	Buy	168,244 +18,514	+12%	+$574K	3.41%	4
2014 Q4	$4.16M	Buy	+149,730	New	+$4.24M	2.66%	5

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

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

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

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

JCM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Barrington Strategic Wealth Management Group's HEDJ Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017: 22,110 shares worth $715K. The stake represents 0.36% of the portfolio and ranks #71 among its holdings. This is a return to the name: Barrington Strategic Wealth Management Group previously reported a position in HEDJ as recently as Q1 2016.

Barrington Strategic Wealth Management Group first reported a position in HEDJ in Q4 2014 and has held it in 7 quarters since. The position peaked at $5.56M in Q1 2015. 304 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

Barrington Strategic Wealth Management Group held 22,110 shares of WisdomTree Europe Hedged Equity Fund worth $715K as of Q3 2017.
WisdomTree Europe Hedged Equity Fund was a new Barrington Strategic Wealth Management Group position in Q3 2017.
WisdomTree Europe Hedged Equity Fund made up 0.36% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #71 holding.
Barrington Strategic Wealth Management Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 7 quarters since.
Barrington Strategic Wealth Management Group's WisdomTree Europe Hedged Equity Fund position peaked at $5.56M in Q1 2015.
304 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.