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

Millie 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
-167,892
Closed -$4.36M – 75
2016
Q1 		$4.36M Buy
167,892
+84,414
+101% +$2.14M 4.67% 3
2015
Q4 		$2.25M Sell
83,478
-27,222
-25% -$803K 2.35% 17
2015
Q3 		$3.02M Buy
110,700
+794
+0.7% +$23.9K 2.75% 9
2015
Q2 		$3.38M Buy
109,906
+2,220
+2% +$72.5K 3.12% 9
2015
Q1 		$3.56M Buy
+107,686
New +$3.34M 3.32% 7

Other funds holding HEDJ

Bank of America
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return