Edmond de Rothschild (Suisse)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Edmond de Rothschild (Suisse)’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	$316K	Buy	11,756 +10,976	+1,407%	+$290K	0.1%	174
2016 Q2	$20K	Hold	780	–	–	0.01%	356
2016 Q1	$20K	Hold	780	–	–	0.01%	312
2015 Q4	$21K	Sell	780 -1,580	-67%	-$46.6K	0.01%	311
2015 Q3	$64K	Buy	+2,360	New	+$71K	0.02%	245

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $1.21T AUM 78.12% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s HEDJ Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1,407% in Q3 2016, buying an estimated $290K and bringing the position to 11,756 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #174.

Edmond de Rothschild (Suisse) first reported a position in HEDJ in Q3 2015 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold HEDJ as of Q3 2016.

Edmond de Rothschild (Suisse) held 11,756 shares of WisdomTree Europe Hedged Equity Fund worth $316K as of Q3 2016.
Edmond de Rothschild (Suisse) bought 10,976 WisdomTree Europe Hedged Equity Fund shares in Q3 2016, an estimated $290K.
WisdomTree Europe Hedged Equity Fund made up 0.1% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #174 holding.
Edmond de Rothschild (Suisse) first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and has held it in 5 quarters since.
301 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.