FineMark National Bank & Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

FineMark National Bank & 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
2015 Q3	–	Sell	-5,200	Closed	-$160K	–	1540
2015 Q2	$160K	Buy	+5,200	New	+$170K	0.02%	378
2014 Q1	–	Sell	-164	Closed	-$5K	–	1446
2013 Q4	$5K	Buy	+164	New	+$4.46K	﹤0.01%	1160

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RIG

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FineMark National Bank & Trust's HEDJ Position: Q3 2015 in Review

FineMark National Bank & Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 5,200 shares — an estimated $160K sold.

FineMark National Bank & Trust first reported a position in HEDJ in Q4 2013 and held it in 2 quarters. The position peaked at $160K in Q2 2015. 379 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

FineMark National Bank & Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 5,200 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $160K.
FineMark National Bank & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and held it in 2 quarters.
FineMark National Bank & Trust's WisdomTree Europe Hedged Equity Fund position peaked at $160K in Q2 2015.
379 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on FineMark National Bank & Trust's 13F filing for Q3 2015, filed 13 Nov 2015.