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

Garde 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
2016 Q4	–	Sell	-8,742	Closed	-$239K	–	139
2016 Q3	$239K	Buy	8,742 +808	+10%	+$21.4K	0.08%	128
2016 Q2	$200K	Sell	7,934 -1,972	-20%	-$51.2K	0.06%	107
2016 Q1	$257K	Buy	9,906 +1,662	+20%	+$42.1K	0.09%	92
2015 Q4	$222K	Sell	8,244 -498	-6%	-$14.7K	0.08%	98
2015 Q3	$239K	Sell	8,742 -42	-0.5%	-$1.26K	0.08%	128
2015 Q2	$271K	Buy	+8,784	New	+$287K	0.08%	121

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCM

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

Garde Capital's HEDJ Position: Q4 2016 in Review

Garde Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 8,742 shares — an estimated $239K sold.

Garde Capital first reported a position in HEDJ in Q2 2015 and held it in 6 quarters. The position peaked at $271K in Q2 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Garde Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Garde Capital sold 8,742 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $239K.
Garde Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 6 quarters.
Garde Capital's WisdomTree Europe Hedged Equity Fund position peaked at $271K in Q2 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Garde Capital's 13F filing for Q4 2016, filed 28 Feb 2017.