Grove Bank & Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Grove Bank & 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
2018 Q1	–	Sell	-4,568	Closed	-$145K	–	291
2017 Q4	$145K	Hold	4,568	–	–	0.06%	192
2017 Q3	$148K	Hold	4,568	–	–	0.07%	185
2017 Q2	$142K	Sell	4,568 -412	-8%	-$13.3K	0.09%	163
2017 Q1	$156K	Hold	4,980	–	–	0.13%	120
2016 Q4	$143K	Sell	4,980 -125,530	-96%	-$3.43M	0.11%	128
2016 Q3	$3.51M	Sell	130,510 -6,548	-5%	-$173K	2.99%	7
2016 Q2	$3.46M	Sell	137,058 -27,324	-17%	-$710K	3.1%	8
2016 Q1	$4.27M	Sell	164,382 -1,374	-0.8%	-$34.8K	3.89%	3
2015 Q4	$4.46M	Buy	+165,756	New	+$4.89M	4%	3

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

Grove Bank & Trust's HEDJ Position: Q1 2018 in Review

Grove Bank & Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 4,568 shares — an estimated $145K sold.

Grove Bank & Trust first reported a position in HEDJ in Q4 2015 and held it in 9 quarters. The position peaked at $4.46M in Q4 2015. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Grove Bank & Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Grove Bank & Trust sold 4,568 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $145K.
Grove Bank & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 9 quarters.
Grove Bank & Trust's WisdomTree Europe Hedged Equity Fund position peaked at $4.46M in Q4 2015.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.