Capital Analysts LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Capital Analysts LLC’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 Q1	–	Sell	-5,400	Closed	-$145K	–	395
2015 Q4	$145K	Sell	5,400 -1,600	-23%	-$47.2K	0.03%	187
2015 Q3	$191K	Buy	7,000 +1,000	+17%	+$30.1K	0.04%	187
2015 Q2	$185K	Hold	6,000	–	–	0.04%	177
2015 Q1	$198K	Buy	+6,000	New	+$186K	0.04%	168

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Capital Analysts LLC's HEDJ Position: Q1 2016 in Review

Capital Analysts LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 5,400 shares — an estimated $145K sold.

Capital Analysts LLC first reported a position in HEDJ in Q1 2015 and held it in 4 quarters. The position peaked at $198K in Q1 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

Capital Analysts LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
Capital Analysts LLC sold 5,400 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $145K.
Capital Analysts LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 4 quarters.
Capital Analysts LLC's WisdomTree Europe Hedged Equity Fund position peaked at $198K in Q1 2015.
327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Capital Analysts LLC's 13F filing for Q1 2016, filed 13 May 2016.