New England Investment & Retirement Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

New England Investment & Retirement Group’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
2015 Q4	–	Sell	-321,490	Closed	-$8.79M	–	89
2015 Q3	$8.79M	Sell	321,490 -97,768	-23%	-$2.94M	4.2%	8
2015 Q2	$13.4M	Buy	419,258 +4,882	+1%	+$159K	6.4%	3
2015 Q1	$13.7M	Buy	+414,376	New	+$12.8M	6.06%	6

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

New England Investment & Retirement Group's HEDJ Position: Q4 2015 in Review

New England Investment & Retirement Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 321,490 shares — an estimated $8.79M sold.

New England Investment & Retirement Group first reported a position in HEDJ in Q1 2015 and held it in 3 quarters. The position peaked at $13.7M in Q1 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

New England Investment & Retirement Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
New England Investment & Retirement Group sold 321,490 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $8.79M.
New England Investment & Retirement Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 3 quarters.
New England Investment & Retirement Group's WisdomTree Europe Hedged Equity Fund position peaked at $13.7M in Q1 2015.
385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on New England Investment & Retirement Group's 13F filing for Q4 2015, filed 5 Feb 2016.