MSI Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

MSI Financial Services’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	$7.17M	Buy	249,654 +18,508	+8%	+$506K	0.23%	100
2016 Q3	$6.21M	Sell	231,146 -17,450	-7%	-$461K	0.21%	112
2016 Q2	$6.28M	Sell	248,596 -16,086	-6%	-$418K	0.23%	107
2016 Q1	$6.87M	Buy	264,682 +31,342	+13%	+$793K	0.29%	81
2015 Q4	$6.28M	Buy	233,340 +107,220	+85%	+$3.16M	0.29%	85
2015 Q3	$3.45M	Sell	126,120 -16,022	-11%	-$482K	0.27%	79
2015 Q2	$4.38M	Buy	142,142 +70,314	+98%	+$2.3M	0.31%	68
2015 Q1	$2.38M	Buy	71,828 +51,008	+245%	+$1.58M	0.17%	144
2014 Q4	$579K	Buy	20,820 +6,126	+42%	+$173K	0.06%	330
2014 Q3	$425K	Buy	+14,694	New	+$423K	0.05%	382
2013 Q3	–	Sell	-300	Closed	-$7K	–	2289
2013 Q2	$7K	Buy	+300	New	+$7.58K	﹤0.01%	1684

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JCM

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

MSI Financial Services's HEDJ Position: Q4 2016 in Review

MSI Financial Services increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 8% in Q4 2016, buying an estimated $506K and bringing the position to 249,654 shares worth $7.17M. The position accounts for 0.23% of the portfolio, ranked #100.

MSI Financial Services first reported a position in HEDJ in Q2 2013 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

MSI Financial Services held 249,654 shares of WisdomTree Europe Hedged Equity Fund worth $7.17M as of Q4 2016.
MSI Financial Services bought 18,508 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $506K.
WisdomTree Europe Hedged Equity Fund made up 0.23% of MSI Financial Services's portfolio in Q4 2016, its #100 holding.
MSI Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and has held it in 11 quarters since.
318 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.