Forte Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Forte Capital’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
2018 Q1	–	Sell	-8,550	Closed	-$272K	–	112
2017 Q4	$272K	Sell	8,550 -1,850	-18%	-$60.1K	0.08%	141
2017 Q3	$336K	Sell	10,400 -500	-5%	-$15.7K	0.11%	128
2017 Q2	$340K	Hold	10,900	–	–	0.11%	127
2017 Q1	$342K	Sell	10,900 -1,200	-10%	-$35.7K	0.12%	124
2016 Q4	$347K	Buy	12,100 +800	+7%	+$21.9K	0.13%	118
2016 Q3	$304K	Buy	11,300 +650	+6%	+$17.2K	0.12%	121
2016 Q2	$269K	Buy	10,650 +350	+3%	+$9.09K	0.1%	133
2016 Q1	$267K	Buy	10,300 +1,000	+11%	+$25.3K	0.12%	131
2015 Q4	$250K	Hold	9,300	–	–	0.1%	136
2015 Q3	$254K	Buy	9,300 +370	+4%	+$11.1K	0.12%	134
2015 Q2	$275K	Buy	8,930 +2,570	+40%	+$83.9K	0.12%	138
2015 Q1	$212K	Buy	+6,360	New	+$197K	0.09%	147

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RIG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJA

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

Forte Capital's HEDJ Position: Q1 2018 in Review

Forte Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 8,550 shares — an estimated $272K sold.

Forte Capital first reported a position in HEDJ in Q1 2015 and held it in 12 quarters. The position peaked at $347K in Q4 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Forte Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Forte Capital sold 8,550 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $272K.
Forte Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 12 quarters.
Forte Capital's WisdomTree Europe Hedged Equity Fund position peaked at $347K in Q4 2016.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Forte Capital's 13F filing for Q1 2018, filed 17 Apr 2018.