Compagnie Lombard Odier SCmA’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Compagnie Lombard Odier SCmA’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	-1,320	Closed	-$41K	–	699
2017 Q2	$41K	Hold	1,320	–	–	﹤0.01%	545
2017 Q1	$41K	Sell	1,320 -9,746	-88%	-$290K	﹤0.01%	560
2016 Q4	$318K	Hold	11,066	–	–	0.01%	387
2016 Q3	$297K	Sell	11,066 -9,720	-47%	-$257K	0.01%	416
2016 Q2	$525K	Sell	20,786 -6,080	-23%	-$158K	0.02%	334
2016 Q1	$698K	Buy	26,866 +14,080	+110%	+$356K	0.02%	305
2015 Q4	$344K	Buy	+12,786	New	+$377K	0.01%	380

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

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

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

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

JCM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Compagnie Lombard Odier SCmA's HEDJ Position: Q3 2017 in Review

Compagnie Lombard Odier SCmA sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 1,320 shares — an estimated $41K sold.

Compagnie Lombard Odier SCmA first reported a position in HEDJ in Q4 2015 and held it in 7 quarters. The position peaked at $698K in Q1 2016. 305 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

Compagnie Lombard Odier SCmA reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 1,320 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $41K.
Compagnie Lombard Odier SCmA first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 7 quarters.
Compagnie Lombard Odier SCmA's WisdomTree Europe Hedged Equity Fund position peaked at $698K in Q1 2016.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q3 2017, filed 14 Nov 2017.