Hengehold Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Hengehold Capital 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
2017 Q2	–	Sell	-10,636	Closed	-$334K	–	112
2017 Q1	$334K	Hold	10,636	–	–	0.09%	87
2016 Q4	$305K	Sell	10,636 -12,300	-54%	-$336K	0.09%	87
2016 Q3	$616K	Buy	22,936 +320	+1%	+$8.46K	0.2%	59
2016 Q2	$571K	Hold	22,616	–	–	0.19%	60
2016 Q1	$587K	Buy	22,616 +5,616	+33%	+$142K	0.19%	56
2015 Q4	$457K	Buy	+17,000	New	+$502K	0.16%	61

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hengehold Capital Management's HEDJ Position: Q2 2017 in Review

Hengehold Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 10,636 shares — an estimated $334K sold.

Hengehold Capital Management first reported a position in HEDJ in Q4 2015 and held it in 6 quarters. The position peaked at $616K in Q3 2016. 319 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Hengehold Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Hengehold Capital Management sold 10,636 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $334K.
Hengehold Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 6 quarters.
Hengehold Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $616K in Q3 2016.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Hengehold Capital Management's 13F filing for Q2 2017, filed 19 Jul 2017.