Constellation Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Constellation Wealth 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	$1.34M	Buy	49,186 +38,312	+352%	+$1.15M	0.15%	55
2015 Q2	$335K	Sell	10,874 -58,500	-84%	-$1.91M	0.03%	153
2015 Q1	$2.29M	Buy	+69,374	New	+$2.15M	0.2%	82

Other funds holding HEDJ

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

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Constellation Wealth Advisors's HEDJ Position: Q3 2015 in Review

Constellation Wealth Advisors increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 352% in Q3 2015, buying an estimated $1.15M and bringing the position to 49,186 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #55.

Constellation Wealth Advisors first reported a position in HEDJ in Q1 2015 and has held it in 3 quarters since. The position peaked at $2.29M in Q1 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Constellation Wealth Advisors held 49,186 shares of WisdomTree Europe Hedged Equity Fund worth $1.34M as of Q3 2015.
Constellation Wealth Advisors bought 38,312 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $1.15M.
WisdomTree Europe Hedged Equity Fund made up 0.15% of Constellation Wealth Advisors's portfolio in Q3 2015, its #55 holding.
Constellation Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 3 quarters since.
Constellation Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $2.29M in Q1 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.