Orgel Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Orgel Wealth 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 Q4	–	Sell	-12,288	Closed	-$330K	–	22
2016 Q3	$330K	Sell	12,288 -979,732	-99%	-$25.9M	0.23%	9
2016 Q2	$25.1M	Buy	992,020 +7,018	+0.7%	+$182K	10.87%	5
2016 Q1	$25.6M	Buy	985,002 +86	+0%	+$2.18K	16.06%	4
2015 Q4	$26.5M	Buy	+984,916	New	+$29.1M	22.64%	3

Other funds holding HEDJ

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

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

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

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

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

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

RIG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCM

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

Orgel Wealth Management's HEDJ Position: Q4 2016 in Review

Orgel Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 12,288 shares — an estimated $330K sold.

Orgel Wealth Management first reported a position in HEDJ in Q4 2015 and held it in 4 quarters. The position peaked at $26.5M in Q4 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Orgel Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Orgel Wealth Management sold 12,288 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $330K.
Orgel Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 4 quarters.
Orgel Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $26.5M in Q4 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Orgel Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.