Biltmore Family Office’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Biltmore Family Office’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
2018 Q1	–	Sell	-29,406	Closed	-$937K	–	159
2017 Q4	$937K	Buy	+29,406	New	+$955K	0.42%	63

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JCM

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

RIG

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Biltmore Family Office's HEDJ Position: Q1 2018 in Review

Biltmore Family Office sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 29,406 shares — an estimated $937K sold.

Biltmore Family Office first reported a position in HEDJ in Q4 2017 and held it in 1 quarter. The position peaked at $937K in Q4 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Biltmore Family Office reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Biltmore Family Office sold 29,406 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $937K.
Biltmore Family Office first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 1 quarter.
Biltmore Family Office's WisdomTree Europe Hedged Equity Fund position peaked at $937K in Q4 2017.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Biltmore Family Office's 13F filing for Q1 2018, filed 15 May 2018.