Investment House LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Investment House LLC’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 Q4	–	Sell	-9,710	Closed	-$265K	–	169
2015 Q3	$265K	Buy	+9,710	New	+$292K	0.05%	143
2015 Q2	–	Sell	-17,210	Closed	-$569K	–	165
2015 Q1	$569K	Sell	17,210 -770	-4%	-$23.9K	0.09%	117
2014 Q4	$500K	Buy	+17,980	New	+$509K	0.08%	121

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

Investment House LLC's HEDJ Position: Q4 2015 in Review

Investment House LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 9,710 shares — an estimated $265K sold.

Investment House LLC first reported a position in HEDJ in Q4 2014 and held it in 3 quarters. The position peaked at $569K in Q1 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

Investment House LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Investment House LLC sold 9,710 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $265K.
Investment House LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 3 quarters.
Investment House LLC's WisdomTree Europe Hedged Equity Fund position peaked at $569K in Q1 2015.
385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Investment House LLC's 13F filing for Q4 2015, filed 2 Feb 2016.