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

Greenwood Capital Associates’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 Q2	–	Sell	-30,800	Closed	-$800K	–	178
2016 Q1	$800K	Sell	30,800 -117,028	-79%	-$2.96M	0.25%	84
2015 Q4	$3.98M	Sell	147,828 -53,146	-26%	-$1.57M	1.28%	28
2015 Q3	$5.49M	Sell	200,974 -34,934	-15%	-$1.05M	1.95%	9
2015 Q2	$7.26M	Buy	235,908 +100,998	+75%	+$3.3M	2.2%	4
2015 Q1	$4.46M	Buy	+134,910	New	+$4.18M	1.28%	28
2014 Q4	–	Sell	-69,316	Closed	-$2M	–	161
2014 Q3	$2M	Sell	69,316 -29,330	-30%	-$844K	0.61%	69
2014 Q2	$2.88M	Sell	98,646 -644	-0.6%	-$18.7K	0.89%	47
2014 Q1	$2.81M	Buy	+99,290	New	+$2.74M	0.9%	48

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

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

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

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

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Greenwood Capital Associates's HEDJ Position: Q2 2016 in Review

Greenwood Capital Associates sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 30,800 shares — an estimated $800K sold.

Greenwood Capital Associates first reported a position in HEDJ in Q1 2014 and held it in 8 quarters. The position peaked at $7.26M in Q2 2015. 306 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

Greenwood Capital Associates reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
Greenwood Capital Associates sold 30,800 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $800K.
Greenwood Capital Associates first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2014 and held it in 8 quarters.
Greenwood Capital Associates's WisdomTree Europe Hedged Equity Fund position peaked at $7.26M in Q2 2015.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on Greenwood Capital Associates's 13F filing for Q2 2016, filed 15 Aug 2016.