Gruss & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Gruss & Co’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
2015 Q3	–	Sell	-280,000	Closed	-$8.62M	–	38
2015 Q2	$8.62M	Buy	280,000 +180,000	+180%	+$5.88M	7.52%	1
2015 Q1	$3.31M	Buy	+100,000	New	+$3.1M	3.53%	12

Other funds holding HEDJ

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

RJA

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

Gruss & Co's HEDJ Position: Q3 2015 in Review

Gruss & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 280,000 shares — an estimated $8.62M sold.

Gruss & Co first reported a position in HEDJ in Q1 2015 and held it in 2 quarters. The position peaked at $8.62M in Q2 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Gruss & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Gruss & Co sold 280,000 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $8.62M.
Gruss & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Gruss & Co's WisdomTree Europe Hedged Equity Fund position peaked at $8.62M in Q2 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Gruss & Co's 13F filing for Q3 2015, filed 13 Nov 2015.