Concert Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Concert Wealth Management’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 Q2	–	Sell	-35,316	Closed	-$913K	–	704
2016 Q1	$913K	Sell	35,316 -8,080	-19%	-$205K	0.12%	214
2015 Q4	$1.16M	Buy	+43,396	New	+$1.28M	0.16%	161
2015 Q3	–	Sell	-66,748	Closed	-$2.06M	–	713
2015 Q2	$2.06M	Buy	66,748 +11,408	+21%	+$373K	0.27%	85
2015 Q1	$708K	Buy	+55,340	New	+$1.72M	0.2%	146

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

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Concert Wealth Management's HEDJ Position: Q2 2016 in Review

Concert Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 35,316 shares — an estimated $913K sold.

Concert Wealth Management first reported a position in HEDJ in Q1 2015 and held it in 4 quarters. The position peaked at $2.06M in Q2 2015. 305 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

Concert Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 35,316 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $913K.
Concert Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 4 quarters.
Concert Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.06M in Q2 2015.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.