Overbrook Management Corp’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Overbrook Management Corp’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	-10,000	Closed	-$269K	–	79
2016 Q3	$269K	Hold	10,000	–	–	0.06%	71
2016 Q2	$253K	Hold	10,000	–	–	0.05%	72
2016 Q1	$260K	Sell	10,000 -4,800	-32%	-$122K	0.06%	70
2015 Q4	$398K	Hold	14,800	–	–	0.07%	68
2015 Q3	$404K	Hold	14,800	–	–	0.06%	73
2015 Q2	$456K	Buy	+14,800	New	+$483K	0.07%	73

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

Overbrook Management Corp's HEDJ Position: Q4 2016 in Review

Overbrook Management Corp sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 10,000 shares — an estimated $269K sold.

Overbrook Management Corp first reported a position in HEDJ in Q2 2015 and held it in 6 quarters. The position peaked at $456K in Q2 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Overbrook Management Corp reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Overbrook Management Corp sold 10,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $269K.
Overbrook Management Corp first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 6 quarters.
Overbrook Management Corp's WisdomTree Europe Hedged Equity Fund position peaked at $456K in Q2 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Overbrook Management Corp's 13F filing for Q4 2016, filed 14 Feb 2017.