Investors Capital Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Investors Capital Advisory Services’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	-8,740	Closed	-$238K	–	729
2015 Q3	$238K	Buy	+8,740	New	+$263K	0.05%	523

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Investors Capital Advisory Services's HEDJ Position: Q4 2015 in Review

Investors Capital Advisory Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 8,740 shares — an estimated $238K sold.

Investors Capital Advisory Services first reported a position in HEDJ in Q3 2015 and held it in 1 quarter. The position peaked at $238K in Q3 2015. 384 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

Investors Capital Advisory Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 8,740 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $238K.
Investors Capital Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 1 quarter.
Investors Capital Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $238K in Q3 2015.
384 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Investors Capital Advisory Services's 13F filing for Q4 2015, filed 8 Feb 2016.