Beacon Capital Management Inc (Ohio)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q4	–	Sell	-800	Closed	-$21K	–	78
2016 Q3	$21K	Sell	800 -1,000	-56%	-$26.4K	﹤0.01%	60
2016 Q2	$45K	Sell	1,800 -210	-10%	-$5.45K	﹤0.01%	57
2016 Q1	$52K	Sell	2,010 -120	-6%	-$3.04K	﹤0.01%	63
2015 Q4	$57K	Hold	2,130	–	–	﹤0.01%	68
2015 Q3	$58K	Hold	2,130	–	–	﹤0.01%	68
2015 Q2	$66K	Sell	2,130 -2,200	-51%	-$71.9K	0.01%	67
2015 Q1	$143K	Buy	4,330 +110	+3%	+$3.41K	0.01%	56
2014 Q4	$117K	Sell	4,220 -500	-11%	-$14.1K	0.01%	59
2014 Q3	$136K	Hold	4,720	–	–	0.02%	62
2014 Q2	$138K	Buy	+4,720	New	+$137K	0.03%	63

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

RIG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCM

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

Beacon Capital Management Inc (Ohio)'s HEDJ Position: Q4 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 800 shares — an estimated $21K sold.

Beacon Capital Management Inc (Ohio) first reported a position in HEDJ in Q2 2014 and held it in 10 quarters. The position peaked at $143K in Q1 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Beacon Capital Management Inc (Ohio) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 800 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $21K.
Beacon Capital Management Inc (Ohio) first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 10 quarters.
Beacon Capital Management Inc (Ohio)'s WisdomTree Europe Hedged Equity Fund position peaked at $143K in Q1 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2016, filed 9 Jan 2017.