First National Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

First National 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
2017 Q2	–	Sell	-12,808	Closed	-$402K	–	326
2017 Q1	$402K	Sell	12,808 -4,750	-27%	-$141K	0.05%	242
2016 Q4	$504K	Sell	17,558 -3,346	-16%	-$91.5K	0.07%	215
2016 Q3	$562K	Sell	20,904 -76	-0.4%	-$2.01K	0.08%	192
2016 Q2	$530K	Sell	20,980 -17,660	-46%	-$459K	0.08%	195
2016 Q1	$1M	Buy	38,640 +14,124	+58%	+$358K	0.15%	149
2015 Q4	$660K	Sell	24,516 -214	-0.9%	-$6.32K	0.1%	176
2015 Q3	$676K	Buy	+24,730	New	+$744K	0.12%	171

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First National Trust's HEDJ Position: Q2 2017 in Review

First National Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 12,808 shares — an estimated $402K sold.

First National Trust first reported a position in HEDJ in Q3 2015 and held it in 7 quarters. The position peaked at $1M in Q1 2016. 318 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

First National Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
First National Trust sold 12,808 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $402K.
First National Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 7 quarters.
First National Trust's WisdomTree Europe Hedged Equity Fund position peaked at $1M in Q1 2016.
318 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on First National Trust's 13F filing for Q2 2017, filed 7 Aug 2017.