Blue Edge Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Blue Edge Capital’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
2015 Q3	–	Sell	-284,520	Closed	-$8.76M	–	73
2015 Q2	$8.76M	Buy	284,520 +11,180	+4%	+$365K	5.72%	4
2015 Q1	$9.04M	Buy	273,340 +69,462	+34%	+$2.15M	6.06%	3
2014 Q4	$5.67M	Buy	203,878 +27,720	+16%	+$784K	3.88%	6
2014 Q3	$5.09M	Buy	176,158 +672	+0.4%	+$19.3K	3.57%	6
2014 Q2	$5.13M	Sell	175,486 -676	-0.4%	-$19.7K	3.48%	6
2014 Q1	$4.98M	Buy	176,162 +67,240	+62%	+$1.86M	3.48%	7
2013 Q4	$3.06M	Buy	+108,922	New	+$2.96M	2.24%	13

Other funds holding HEDJ

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

RJA

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

Blue Edge Capital's HEDJ Position: Q3 2015 in Review

Blue Edge Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 284,520 shares — an estimated $8.76M sold.

Blue Edge Capital first reported a position in HEDJ in Q4 2013 and held it in 7 quarters. The position peaked at $9.04M in Q1 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Blue Edge Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Blue Edge Capital sold 284,520 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $8.76M.
Blue Edge Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and held it in 7 quarters.
Blue Edge Capital's WisdomTree Europe Hedged Equity Fund position peaked at $9.04M in Q1 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Blue Edge Capital's 13F filing for Q3 2015, filed 13 Nov 2015.