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

Cumberland 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 Q2	–	Sell	-144,516	Closed	-$4.54M	–	48
2017 Q1	$4.54M	Buy	144,516 +21,310	+17%	+$634K	2.84%	16
2016 Q4	$3.54M	Sell	123,206 -40,020	-25%	-$1.09M	2.52%	16
2016 Q3	$4.39M	Sell	163,226 -1,240	-0.8%	-$32.8K	2.44%	17
2016 Q2	$4.16M	Sell	164,466 -7,660	-4%	-$199K	2.56%	16
2016 Q1	$4.47M	Sell	172,126 -117,700	-41%	-$2.98M	3.08%	11
2015 Q4	$7.8M	Sell	289,826 -27,290	-9%	-$805K	4.62%	8
2015 Q3	$8.66M	Sell	317,116 -92,074	-23%	-$2.77M	5.39%	6
2015 Q2	$12.6M	Buy	409,190 +30,900	+8%	+$1.01M	6.66%	5
2015 Q1	$12.5M	Buy	378,290 +88,540	+31%	+$2.74M	6.49%	5
2014 Q4	$8.06M	Buy	289,750 +26,910	+10%	+$761K	4.69%	6
2014 Q3	$7.59M	Buy	262,840 +26,220	+11%	+$754K	5.01%	6
2014 Q2	$6.91M	Buy	+236,620	New	+$6.89M	4.42%	7

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Cumberland Advisors's HEDJ Position: Q2 2017 in Review

Cumberland Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 144,516 shares — an estimated $4.54M sold.

Cumberland Advisors first reported a position in HEDJ in Q2 2014 and held it in 12 quarters. The position peaked at $12.6M in Q2 2015. 318 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Cumberland Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Cumberland Advisors sold 144,516 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $4.54M.
Cumberland Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 12 quarters.
Cumberland Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $12.6M in Q2 2015.
318 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Cumberland Advisors's 13F filing for Q2 2017, filed 10 Jul 2017.