New York Life Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

New York Life Investment 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
2015 Q4	–	Sell	-3,110	Closed	-$85K	–	128
2015 Q3	$85K	Sell	3,110 -168,008	-98%	-$5.05M	0.01%	229
2015 Q2	$5.27M	Hold	171,118	–	–	0.6%	51
2015 Q1	$5.66M	Hold	171,118	–	–	0.64%	44
2014 Q4	$4.76M	Sell	171,118 -15,546	-8%	-$440K	0.57%	48
2014 Q3	$5.39M	Sell	186,664 -172,114	-48%	-$4.95M	0.89%	34
2014 Q2	$10.5M	Buy	358,778 +111,976	+45%	+$3.26M	1.78%	17
2014 Q1	$6.98M	Buy	246,802 +58,282	+31%	+$1.61M	1.47%	22
2013 Q4	$5.3M	Buy	188,520 +75,734	+67%	+$2.06M	1.32%	29
2013 Q3	$3M	Buy	+112,786	New	+$2.9M	0.92%	34

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 $3.37T AUM 44.26% 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 York Life Investment Management's HEDJ Position: Q4 2015 in Review

New York Life Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 3,110 shares — an estimated $85K sold.

New York Life Investment Management first reported a position in HEDJ in Q3 2013 and held it in 9 quarters. The position peaked at $10.5M in Q2 2014. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

New York Life Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
New York Life Investment Management sold 3,110 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $85K.
New York Life Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2013 and held it in 9 quarters.
New York Life Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $10.5M in Q2 2014.
385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on New York Life Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.