Emerson Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Emerson Investment Management’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	$22M	Buy	845,796 +72,324	+9%	+$1.83M	4.16%	1
2015 Q4	$20.8M	Sell	773,472 -72,344	-9%	-$2.14M	4.07%	1
2015 Q3	$23.1M	Buy	845,816 +200,330	+31%	+$6.02M	4.62%	1
2015 Q2	$19.9M	Buy	645,486 +19,620	+3%	+$641K	3.72%	3
2015 Q1	$20.7M	Buy	+625,866	New	+$19.4M	3.77%	3

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Emerson Investment Management's HEDJ Position: Q1 2016 in Review

Emerson Investment Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 9.4% in Q1 2016, buying an estimated $1.83M and bringing the position to 845,796 shares worth $22M. The position accounts for 4.16% of the portfolio, ranked #1.

Emerson Investment Management first reported a position in HEDJ in Q1 2015 and has held it in 5 quarters since. The position peaked at $23.1M in Q3 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

Emerson Investment Management held 845,796 shares of WisdomTree Europe Hedged Equity Fund worth $22M as of Q1 2016.
Emerson Investment Management bought 72,324 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $1.83M.
WisdomTree Europe Hedged Equity Fund made up 4.16% of Emerson Investment Management's portfolio in Q1 2016, its #1 holding.
Emerson Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 5 quarters since.
Emerson Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $23.1M in Q3 2015.
327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.