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

Linscomb Wealth’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 Q1	–	Sell	-1,107,310	Closed	-$29.8M	–	260
2015 Q4	$29.8M	Sell	1,107,310 -20,414	-2%	-$602K	3.37%	9
2015 Q3	$30.8M	Buy	1,127,724 +18,528	+2%	+$557K	3.62%	8
2015 Q2	$34.2M	Buy	1,109,196 +64,602	+6%	+$2.11M	3.73%	8
2015 Q1	$34.5M	Buy	+1,044,594	New	+$32.4M	3.71%	8

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Linscomb Wealth's HEDJ Position: Q1 2016 in Review

Linscomb Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 1,107,310 shares — an estimated $29.8M sold.

Linscomb Wealth first reported a position in HEDJ in Q1 2015 and held it in 4 quarters. The position peaked at $34.5M in Q1 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

Linscomb Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
Linscomb Wealth sold 1,107,310 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $29.8M.
Linscomb Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 4 quarters.
Linscomb Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $34.5M in Q1 2015.
327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Linscomb Wealth's 13F filing for Q1 2016, filed 4 May 2016.