Kingfisher Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Kingfisher Capital’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 Q2	–	Sell	-66,318	Closed	-$1.72M	–	125
2016 Q1	$1.72M	Sell	66,318 -90,660	-58%	-$2.3M	1.08%	33
2015 Q4	$4.22M	Buy	156,978 +13,700	+10%	+$404K	2.5%	1
2015 Q3	$3.92M	Buy	143,278 +35,476	+33%	+$1.07M	2.48%	3
2015 Q2	$3.32M	Buy	107,802 +2,408	+2%	+$78.7K	1.91%	6
2015 Q1	$3.48M	Buy	105,394 +26,120	+33%	+$810K	1.8%	6
2014 Q4	$2.21M	Buy	+79,274	New	+$2.24M	1.13%	22

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Kingfisher Capital's HEDJ Position: Q2 2016 in Review

Kingfisher Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 66,318 shares — an estimated $1.72M sold.

Kingfisher Capital first reported a position in HEDJ in Q4 2014 and held it in 6 quarters. The position peaked at $4.22M in Q4 2015. 305 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

Kingfisher Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
Kingfisher Capital sold 66,318 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $1.72M.
Kingfisher Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 6 quarters.
Kingfisher Capital's WisdomTree Europe Hedged Equity Fund position peaked at $4.22M in Q4 2015.
305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on Kingfisher Capital's 13F filing for Q2 2016, filed 15 Aug 2016.