Madison Investment Holdings’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Madison Investment Holdings’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 Q2	–	Sell	-14,022	Closed	-$440K	–	255
2017 Q1	$440K	Sell	14,022 -1,190,654	-99%	-$35.4M	0.01%	228
2016 Q4	$34.6M	Sell	1,204,676 -107,820	-8%	-$2.95M	0.67%	52
2016 Q3	$35.3M	Sell	1,312,496 -103,552	-7%	-$2.74M	0.69%	53
2016 Q2	$35.8M	Sell	1,416,048 -171,626	-11%	-$4.46M	0.74%	47
2016 Q1	$41.2M	Sell	1,587,674 -343,474	-18%	-$8.7M	0.87%	38
2015 Q4	$52M	Buy	1,931,148 +339,810	+21%	+$10M	1.13%	18
2015 Q3	$43.5M	Sell	1,591,338 -82,382	-5%	-$2.48M	0.95%	24
2015 Q2	$51.5M	Sell	1,673,720 -108,052	-6%	-$3.53M	1.04%	26
2015 Q1	$58.9M	Buy	1,781,772 +959,700	+117%	+$29.7M	1.16%	22
2014 Q4	$22.9M	Buy	+822,072	New	+$23.3M	0.49%	86
2014 Q3	–	Sell	-41,654	Closed	-$1.22M	–	219
2014 Q2	$1.22M	Sell	41,654 -24,596	-37%	-$716K	0.03%	171
2014 Q1	$1.87M	Buy	66,250 +40,692	+159%	+$1.12M	0.04%	166
2013 Q4	$718K	Buy	+25,558	New	+$695K	0.01%	186
2013 Q3	–	Sell	-73,792	Closed	-$1.77M	–	239
2013 Q2	$1.77M	Buy	+73,792	New	+$1.86M	0.04%	162

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Madison Investment Holdings's HEDJ Position: Q2 2017 in Review

Madison Investment Holdings sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 14,022 shares — an estimated $440K sold.

Madison Investment Holdings first reported a position in HEDJ in Q2 2013 and held it in 14 quarters. The position peaked at $58.9M in Q1 2015. 318 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Madison Investment Holdings reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Madison Investment Holdings sold 14,022 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $440K.
Madison Investment Holdings first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 14 quarters.
Madison Investment Holdings's WisdomTree Europe Hedged Equity Fund position peaked at $58.9M in Q1 2015.
318 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Madison Investment Holdings's 13F filing for Q2 2017, filed 14 Aug 2017.