Dorsey & Whitney Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Dorsey & Whitney Trust’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	-20,620	Closed	-$643K	–	354
2017 Q2	$643K	Hold	20,620	–	–	0.13%	133
2017 Q1	$648K	Hold	20,620	–	–	0.13%	128
2016 Q4	$592K	Sell	20,620 -13,548	-40%	-$371K	0.13%	122
2016 Q3	$918K	Sell	34,168 -1,060	-3%	-$28K	0.21%	99
2016 Q2	$891K	Hold	35,228	–	–	0.2%	95
2016 Q1	$914K	Hold	35,228	–	–	0.23%	91
2015 Q4	$948K	Sell	35,228 -4,702	-12%	-$139K	0.25%	86
2015 Q3	$1.09M	Hold	39,930	–	–	0.31%	77
2015 Q2	$1.23M	Buy	39,930 +4,740	+13%	+$155K	0.31%	76
2015 Q1	$1.16M	Buy	35,190 +17,190	+96%	+$533K	0.29%	77
2014 Q4	$501K	Hold	18,000	–	–	0.13%	137
2014 Q3	$520K	Hold	18,000	–	–	0.14%	129
2014 Q2	$526K	Hold	18,000	–	–	0.11%	121
2014 Q1	$509K	Buy	+18,000	New	+$497K	0.12%	121

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

Dorsey & Whitney Trust's HEDJ Position: Q3 2017 in Review

Dorsey & Whitney Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 20,620 shares — an estimated $643K sold.

Dorsey & Whitney Trust first reported a position in HEDJ in Q1 2014 and held it in 14 quarters. The position peaked at $1.23M in Q2 2015. 305 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

Dorsey & Whitney Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
Dorsey & Whitney Trust sold 20,620 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $643K.
Dorsey & Whitney Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2014 and held it in 14 quarters.
Dorsey & Whitney Trust's WisdomTree Europe Hedged Equity Fund position peaked at $1.23M in Q2 2015.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2017, filed 13 Nov 2017.