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

LVM Capital 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
2016 Q2	–	Sell	-290,760	Closed	-$7.55M	–	114
2016 Q1	$7.55M	Sell	290,760 -15,090	-5%	-$382K	2.39%	18
2015 Q4	$8.23M	Sell	305,850 -13,020	-4%	-$384K	2.91%	12
2015 Q3	$8.71M	Buy	318,870 +940	+0.3%	+$28.3K	3.14%	10
2015 Q2	$9.79M	Buy	317,930 +40,780	+15%	+$1.33M	3.26%	8
2015 Q1	$9.16M	Buy	277,150 +265,970	+2,379%	+$8.24M	3.07%	13
2014 Q4	$311K	Buy	11,180 +1,430	+15%	+$40.5K	0.1%	84
2014 Q3	$282K	Buy	+9,750	New	+$281K	0.09%	86

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 $7.56B AUM 23.82% 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

LVM Capital Management's HEDJ Position: Q2 2016 in Review

LVM Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 290,760 shares — an estimated $7.55M sold.

LVM Capital Management first reported a position in HEDJ in Q3 2014 and held it in 7 quarters. The position peaked at $9.79M in Q2 2015. 306 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

LVM Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
LVM Capital Management sold 290,760 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $7.55M.
LVM Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 7 quarters.
LVM Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $9.79M in Q2 2015.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on LVM Capital Management's 13F filing for Q2 2016, filed 8 Jul 2016.