Bellecapital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bellecapital’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	-7,840	Closed	-$244K	–	74
2017 Q2	$244K	Buy	+7,840	New	+$254K	0.21%	61
2017 Q1	–	Sell	-7,840	Closed	-$225K	–	82
2016 Q4	$225K	Hold	7,840	–	–	0.2%	69
2016 Q3	$211K	Buy	+7,840	New	+$207K	0.24%	64
2016 Q2	–	Sell	-7,840	Closed	-$204K	–	70
2016 Q1	$204K	Hold	7,840	–	–	0.27%	47
2015 Q4	$211K	Buy	+7,840	New	+$231K	0.27%	47
2014 Q2	–	Sell	-19,780	Closed	-$559K	–	74
2014 Q1	$559K	Buy	+19,780	New	+$547K	0.49%	51

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

JCM

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 $61.7B AUM 33.76% 1-Year Est. Return

Bellecapital's HEDJ Position: Q3 2017 in Review

Bellecapital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 7,840 shares — an estimated $244K sold.

Bellecapital first reported a position in HEDJ in Q1 2014 and held it in 6 quarters. The position peaked at $559K in Q1 2014. 305 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

Bellecapital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
Bellecapital sold 7,840 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $244K.
Bellecapital first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2014 and held it in 6 quarters.
Bellecapital's WisdomTree Europe Hedged Equity Fund position peaked at $559K in Q1 2014.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Bellecapital's 13F filing for Q3 2017, filed 25 Oct 2017.