Cahill Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cahill Financial Advisors’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	-8,802	Closed	-$272K	–	109
2015 Q2	$272K	Buy	8,802 +1,018	+13%	+$33.3K	0.2%	89
2015 Q1	$258K	Buy	+7,784	New	+$241K	0.2%	89

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 $3.38T AUM 44.17% 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

Cahill Financial Advisors's HEDJ Position: Q3 2015 in Review

Cahill Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 8,802 shares — an estimated $272K sold.

Cahill Financial Advisors first reported a position in HEDJ in Q1 2015 and held it in 2 quarters. The position peaked at $272K in Q2 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Cahill Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Cahill Financial Advisors sold 8,802 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $272K.
Cahill Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Cahill Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $272K in Q2 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Cahill Financial Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.