Gupta Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Gupta Wealth Management’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 Q1	$43K	Buy	1,638 +1,540	+1,571%	+$39K	0.01%	461
2015 Q4	$3K	Sell	98 -596	-86%	-$17.6K	﹤0.01%	1080
2015 Q3	$19K	Sell	694 -1,080	-61%	-$32.5K	﹤0.01%	700
2015 Q2	$55K	Buy	+1,774	New	+$57.9K	0.01%	448

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Gupta Wealth Management's HEDJ Position: Q1 2016 in Review

Gupta Wealth Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1,571% in Q1 2016, buying an estimated $39K and bringing the position to 1,638 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #461.

Gupta Wealth Management first reported a position in HEDJ in Q2 2015 and has held it in 4 quarters since. The position peaked at $55K in Q2 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

Gupta Wealth Management held 1,638 shares of WisdomTree Europe Hedged Equity Fund worth $43K as of Q1 2016.
Gupta Wealth Management bought 1,540 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $39K.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #461 holding.
Gupta Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and has held it in 4 quarters since.
Gupta Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $55K in Q2 2015.
327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.