Glassman Wealth Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Glassman Wealth Services’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	-1,250	Closed	-$34K	–	659
2016 Q3	$34K	Buy	+1,250	New	+$33K	0.03%	176

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

Glassman Wealth Services's HEDJ Position: Q4 2016 in Review

Glassman Wealth Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 1,250 shares — an estimated $34K sold.

Glassman Wealth Services first reported a position in HEDJ in Q3 2016 and held it in 1 quarter. The position peaked at $34K in Q3 2016. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Glassman Wealth Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Glassman Wealth Services sold 1,250 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $34K.
Glassman Wealth Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2016 and held it in 1 quarter.
Glassman Wealth Services's WisdomTree Europe Hedged Equity Fund position peaked at $34K in Q3 2016.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.