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

Convergent 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	$1.17M	Buy	42,868 +4	+0%	+$120	0.26%	27
2015 Q2	$1.32M	Buy	42,864 +31,458	+276%	+$1.03M	0.31%	23
2015 Q1	$377K	Buy	+11,406	New	+$354K	0.06%	42

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

RJA

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

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

Convergent Wealth Advisors increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.01% in Q3 2015, buying an estimated $120 and bringing the position to 42,868 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #27.

Convergent Wealth Advisors first reported a position in HEDJ in Q1 2015 and has held it in 3 quarters since. The position peaked at $1.32M in Q2 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Convergent Wealth Advisors held 42,868 shares of WisdomTree Europe Hedged Equity Fund worth $1.17M as of Q3 2015.
Convergent Wealth Advisors bought 4 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $120.
WisdomTree Europe Hedged Equity Fund made up 0.26% of Convergent Wealth Advisors's portfolio in Q3 2015, its #27 holding.
Convergent Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 3 quarters since.
Convergent Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $1.32M in Q2 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.