Investment Centers of America’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Investment Centers of America’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 Q4	–	Sell	-13,630	Closed	-$440K	–	188
2017 Q3	$440K	Sell	13,630 -6,410	-32%	-$201K	0.03%	368
2017 Q2	$623K	Buy	20,040 +4,594	+30%	+$149K	0.05%	311
2017 Q1	$484K	Buy	15,446 +2,018	+15%	+$60.1K	0.04%	373
2016 Q4	$386K	Hold	13,428	–	–	0.03%	384
2016 Q3	$361K	Buy	+13,428	New	+$355K	0.04%	345
2016 Q2	–	Sell	-28,384	Closed	-$737K	–	531
2016 Q1	$737K	Sell	28,384 -512	-2%	-$13K	0.08%	221
2015 Q4	$777K	Sell	28,896 -2,914	-9%	-$86K	0.1%	192
2015 Q3	$866K	Buy	31,810 +66	+0.2%	+$1.99K	0.13%	167
2015 Q2	$977K	Buy	31,744 +13,130	+71%	+$429K	0.15%	162
2015 Q1	$614K	Buy	+18,614	New	+$577K	0.09%	223

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Investment Centers of America's HEDJ Position: Q4 2017 in Review

Investment Centers of America sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 13,630 shares — an estimated $440K sold.

Investment Centers of America first reported a position in HEDJ in Q1 2015 and held it in 10 quarters. The position peaked at $977K in Q2 2015. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

Investment Centers of America reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 13,630 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $440K.
Investment Centers of America first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 10 quarters.
Investment Centers of America's WisdomTree Europe Hedged Equity Fund position peaked at $977K in Q2 2015.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.