Capital Planning Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Capital Planning 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
2017 Q3	–	Sell	-15,284	Closed	-$476K	–	126
2017 Q2	$476K	Sell	15,284 -1,578	-9%	-$51.1K	0.21%	84
2017 Q1	$530K	Sell	16,862 -600	-3%	-$17.9K	0.26%	70
2016 Q4	$501K	Sell	17,462 -2,086	-11%	-$57.1K	0.27%	69
2016 Q3	$525K	Sell	19,548 -3,560	-15%	-$94.1K	0.28%	67
2016 Q2	$584K	Sell	23,108 -16,740	-42%	-$435K	0.33%	62
2016 Q1	$1.03M	Sell	39,848 -41,564	-51%	-$1.05M	0.5%	38
2015 Q4	$2.19M	Sell	81,412 -67,662	-45%	-$2M	1.28%	23
2015 Q3	$4.07M	Sell	149,074 -22,230	-13%	-$669K	2.67%	6
2015 Q2	$5.28M	Buy	171,304 +48,394	+39%	+$1.58M	3.1%	3
2015 Q1	$4.07M	Buy	+122,910	New	+$3.81M	2.83%	4

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Capital Planning Advisors's HEDJ Position: Q3 2017 in Review

Capital Planning Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 15,284 shares — an estimated $476K sold.

Capital Planning Advisors first reported a position in HEDJ in Q1 2015 and held it in 10 quarters. The position peaked at $5.28M in Q2 2015. 304 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

Capital Planning Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
Capital Planning Advisors sold 15,284 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $476K.
Capital Planning Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 10 quarters.
Capital Planning Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $5.28M in Q2 2015.
304 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Capital Planning Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.