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

Edgemoor Investment 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 Q3	–	Sell	-120,130	Closed	-$3.04M	–	122
2016 Q2	$3.04M	Sell	120,130 -19,330	-14%	-$502K	0.48%	62
2016 Q1	$3.62M	Sell	139,460 -82,970	-37%	-$2.1M	0.56%	61
2015 Q4	$5.98M	Buy	222,430 +25,690	+13%	+$758K	0.9%	40
2015 Q3	$5.38M	Buy	196,740 +75,700	+63%	+$2.28M	0.82%	41
2015 Q2	$3.73M	Buy	+121,040	New	+$3.95M	0.54%	56

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Edgemoor Investment Advisors's HEDJ Position: Q3 2016 in Review

Edgemoor Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2016, closing a stake of 120,130 shares — an estimated $3.04M sold.

Edgemoor Investment Advisors first reported a position in HEDJ in Q2 2015 and held it in 5 quarters. The position peaked at $5.98M in Q4 2015. 299 funds tracked by Wall St. Rank hold HEDJ as of Q3 2016.

Edgemoor Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
Edgemoor Investment Advisors sold 120,130 WisdomTree Europe Hedged Equity Fund shares in Q3 2016, an estimated $3.04M.
Edgemoor Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 5 quarters.
Edgemoor Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $5.98M in Q4 2015.
299 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2016.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.