Beck Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Beck Capital Management’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 Q2	–	Sell	-111,826	Closed	-$2.9M	–	115
2016 Q1	$2.9M	Buy	111,826 +24,382	+28%	+$617K	2%	17
2015 Q4	$2.35M	Buy	+87,444	New	+$2.58M	1.38%	23
2015 Q3	–	Sell	-106,218	Closed	-$3.27M	–	122
2015 Q2	$3.27M	Buy	106,218 +136	+0.1%	+$4.44K	1.75%	14
2015 Q1	$3.51M	Buy	+106,082	New	+$3.29M	2.01%	12
2014 Q3	–	Sell	-81,652	Closed	-$2.38M	–	157
2014 Q2	$2.38M	Buy	81,652 +49,884	+157%	+$1.45M	1.58%	15
2014 Q1	$906K	Buy	31,768 +1,102	+4%	+$30.5K	0.69%	53
2013 Q4	$824K	Buy	+30,666	New	+$834K	0.66%	52

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

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

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Beck Capital Management's HEDJ Position: Q2 2016 in Review

Beck Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 111,826 shares — an estimated $2.9M sold.

Beck Capital Management first reported a position in HEDJ in Q4 2013 and held it in 7 quarters. The position peaked at $3.51M in Q1 2015. 305 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

Beck Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
Beck Capital Management sold 111,826 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $2.9M.
Beck Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and held it in 7 quarters.
Beck Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $3.51M in Q1 2015.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on Beck Capital Management's 13F filing for Q2 2016, filed 15 Aug 2016.