NewSquare Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

NewSquare Capital’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
2018 Q1	–	Sell	-1,742	Closed	-$55K	–	339
2017 Q4	$55K	Hold	1,742	–	–	0.01%	148
2017 Q3	$56K	Buy	+1,742	New	+$54.6K	0.01%	132
2016 Q3	–	Sell	-13,134	Closed	-$332K	–	475
2016 Q2	$332K	Buy	13,134 +5,826	+80%	+$151K	0.08%	110
2016 Q1	$190K	Buy	7,308 +2,130	+41%	+$53.9K	0.05%	123
2015 Q4	$139K	Buy	5,178 +1,608	+45%	+$47.5K	0.04%	119
2015 Q3	$98K	Buy	3,570 +650	+22%	+$19.5K	0.03%	124
2015 Q2	$90K	Buy	2,920 +2,840	+3,550%	+$92.8K	0.03%	129
2015 Q1	$3K	Buy	+80	New	+$2.48K	﹤0.01%	260

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JCM

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

RIG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NewSquare Capital's HEDJ Position: Q1 2018 in Review

NewSquare Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 1,742 shares — an estimated $55K sold.

NewSquare Capital first reported a position in HEDJ in Q1 2015 and held it in 8 quarters. The position peaked at $332K in Q2 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

NewSquare Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
NewSquare Capital sold 1,742 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $55K.
NewSquare Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 8 quarters.
NewSquare Capital's WisdomTree Europe Hedged Equity Fund position peaked at $332K in Q2 2016.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on NewSquare Capital's 13F filing for Q1 2018, filed 24 Apr 2018.