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

High Point 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
2016 Q4	–	Sell	-1,376	Closed	-$37K	–	409
2016 Q3	$37K	Sell	1,376 -108	-7%	-$2.85K	0.01%	252
2016 Q2	$37K	Sell	1,484 -195,114	-99%	-$5.07M	0.01%	241
2016 Q1	$5.1M	Sell	196,598 -88,098	-31%	-$2.23M	1.32%	18
2015 Q4	$7.66M	Buy	284,696 +6,050	+2%	+$179K	1.97%	12
2015 Q3	$7.61M	Buy	278,646 +9,020	+3%	+$271K	2.17%	11
2015 Q2	$8.3M	Buy	269,626 +8,260	+3%	+$270K	2.46%	6
2015 Q1	$8.64M	Buy	261,366 +40,444	+18%	+$1.25M	2.52%	6
2014 Q4	$6.14M	Buy	220,922 +31,782	+17%	+$899K	2.07%	9
2014 Q3	$5.46M	Buy	+189,140	New	+$5.44M	1.82%	16

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JCM

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

High Point Bank & Trust's HEDJ Position: Q4 2016 in Review

High Point Bank & Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 1,376 shares — an estimated $37K sold.

High Point Bank & Trust first reported a position in HEDJ in Q3 2014 and held it in 9 quarters. The position peaked at $8.64M in Q1 2015. 318 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

High Point Bank & Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
High Point Bank & Trust sold 1,376 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $37K.
High Point Bank & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 9 quarters.
High Point Bank & Trust's WisdomTree Europe Hedged Equity Fund position peaked at $8.64M in Q1 2015.
318 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.