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

Eagle Global 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
2016 Q1	–	Sell	-8,150	Closed	-$219K	–	379
2015 Q4	$219K	Buy	8,150 +100	+1%	+$2.95K	0.01%	311
2015 Q3	$220K	Buy	8,050 +1,450	+22%	+$43.6K	0.01%	313
2015 Q2	$203K	Buy	+6,600	New	+$216K	0.01%	344

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Eagle Global Advisors's HEDJ Position: Q1 2016 in Review

Eagle Global Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 8,150 shares — an estimated $219K sold.

Eagle Global Advisors first reported a position in HEDJ in Q2 2015 and held it in 3 quarters. The position peaked at $220K in Q3 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

Eagle Global Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
Eagle Global Advisors sold 8,150 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $219K.
Eagle Global Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 3 quarters.
Eagle Global Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $220K in Q3 2015.
327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Eagle Global Advisors's 13F filing for Q1 2016, filed 16 May 2016.