Mariner Wealth Advisors (Cincinnati)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	-8,080	Closed	-$217K	–	245
2016 Q3	$217K	Sell	8,080 -1,780	-18%	-$47K	0.02%	239
2016 Q2	$249K	Sell	9,860 -22,900	-70%	-$595K	0.02%	226
2016 Q1	$850K	Sell	32,760 -1,472,818	-98%	-$37.3M	0.08%	118
2015 Q4	$40.5M	Buy	+1,505,578	New	+$44.4M	3.96%	1

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 $3.37T AUM 44.26% 1-Year Est. Return

JCM

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

Mariner Wealth Advisors (Cincinnati)'s HEDJ Position: Q4 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 8,080 shares — an estimated $217K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in HEDJ in Q4 2015 and held it in 4 quarters. The position peaked at $40.5M in Q4 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Mariner Wealth Advisors (Cincinnati) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 8,080 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $217K.
Mariner Wealth Advisors (Cincinnati) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 4 quarters.
Mariner Wealth Advisors (Cincinnati)'s WisdomTree Europe Hedged Equity Fund position peaked at $40.5M in Q4 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2016, filed 13 Feb 2017.