Klingman & Associates’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Klingman & Associates’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	-982	Closed	-$26K	–	189
2016 Q3	$26K	Hold	982	–	–	0.01%	241
2016 Q2	$25K	Hold	982	–	–	0.01%	242
2016 Q1	$25K	Hold	982	–	–	0.01%	235
2015 Q4	$26K	Buy	+982	New	+$29K	0.01%	249

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 $3.38T AUM 44.17% 1-Year Est. Return

JCM

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

Klingman & Associates's HEDJ Position: Q4 2016 in Review

Klingman & Associates sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 982 shares — an estimated $26K sold.

Klingman & Associates first reported a position in HEDJ in Q4 2015 and held it in 4 quarters. The position peaked at $26K in Q3 2016. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Klingman & Associates reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 982 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $26K.
Klingman & Associates first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 4 quarters.
Klingman & Associates's WisdomTree Europe Hedged Equity Fund position peaked at $26K in Q3 2016.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.