LBA Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

LBA Wealth Management’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
2017 Q1	$157K	Sell	5,002 -200	-4%	-$5.95K	0.08%	115
2016 Q4	$149K	Sell	5,202 -1,400	-21%	-$38.3K	0.08%	118
2016 Q3	$177K	Sell	6,602 -286,622	-98%	-$7.57M	0.1%	117
2016 Q2	$7.41M	Sell	293,224 -5,118	-2%	-$133K	4.16%	6
2016 Q1	$7.75M	Buy	298,342 +14,110	+5%	+$357K	4.48%	6
2015 Q4	$7.65M	Buy	284,232 +25,278	+10%	+$746K	4.4%	6
2015 Q3	$7.08M	Buy	+258,954	New	+$7.79M	4.46%	6

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

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

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

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

JCM

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

RIG

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

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LBA Wealth Management's HEDJ Position: Q1 2017 in Review

LBA Wealth Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 3.8% in Q1 2017, selling an estimated $5.95K and leaving 5,002 shares worth $157K. The position accounts for 0.08% of the portfolio, ranked #115.

LBA Wealth Management first reported a position in HEDJ in Q3 2015 and has held it in 7 quarters since. The position peaked at $7.75M in Q1 2016. 310 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

LBA Wealth Management held 5,002 shares of WisdomTree Europe Hedged Equity Fund worth $157K as of Q1 2017.
LBA Wealth Management sold 200 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $5.95K.
WisdomTree Europe Hedged Equity Fund made up 0.08% of LBA Wealth Management's portfolio in Q1 2017, its #115 holding.
LBA Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and has held it in 7 quarters since.
LBA Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $7.75M in Q1 2016.
310 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.