PacWest Financial Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

PacWest Financial 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	$46.7M	Buy	162,834 +1,768	+1%	+$48.4K	2.77%	6
2016 Q3	$4.33M	Buy	161,066 +690	+0.4%	+$18.2K	2.65%	6
2016 Q2	$4.05M	Buy	160,376 +3,602	+2%	+$93.5K	2.53%	6
2016 Q1	$4.07M	Buy	156,774 +1,386	+0.9%	+$35.1K	2.62%	6
2015 Q4	$4.18M	Sell	155,388 -58,662	-27%	-$1.73M	2.8%	5
2015 Q3	$5.85M	Buy	214,050 +78,030	+57%	+$2.35M	4.32%	1
2015 Q2	$4.19M	Buy	136,020 +11,700	+9%	+$382K	2.95%	3
2015 Q1	$4.11M	Buy	+124,320	New	+$3.85M	2.9%	3

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RIG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JCM

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

PacWest Financial Management's HEDJ Position: Q4 2016 in Review

PacWest Financial Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.1% in Q4 2016, buying an estimated $48.4K and bringing the position to 162,834 shares worth $46.7M. The position accounts for 2.77% of the portfolio, ranked #6.

PacWest Financial Management first reported a position in HEDJ in Q1 2015 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

PacWest Financial Management held 162,834 shares of WisdomTree Europe Hedged Equity Fund worth $46.7M as of Q4 2016.
PacWest Financial Management bought 1,768 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $48.4K.
WisdomTree Europe Hedged Equity Fund made up 2.77% of PacWest Financial Management's portfolio in Q4 2016, its #6 holding.
PacWest Financial Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 8 quarters since.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.