Joel Isaacson & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Joel Isaacson & Co’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	-6,446	Closed	-$173K	–	671
2016 Q3	$173K	Hold	6,446	–	–	0.04%	177
2016 Q2	$163K	Hold	6,446	–	–	0.03%	181
2016 Q1	$167K	Hold	6,446	–	–	0.04%	187
2015 Q4	$173K	Hold	6,446	–	–	0.04%	165
2015 Q3	$176K	Hold	6,446	–	–	0.05%	158
2015 Q2	$199K	Hold	6,446	–	–	0.05%	164
2015 Q1	$213K	Buy	+6,446	New	+$200K	0.05%	159

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCM

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

Joel Isaacson & Co's HEDJ Position: Q4 2016 in Review

Joel Isaacson & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 6,446 shares — an estimated $173K sold.

Joel Isaacson & Co first reported a position in HEDJ in Q1 2015 and held it in 7 quarters. The position peaked at $213K in Q1 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Joel Isaacson & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 6,446 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $173K.
Joel Isaacson & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 7 quarters.
Joel Isaacson & Co's WisdomTree Europe Hedged Equity Fund position peaked at $213K in Q1 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.