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

Palo 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 Q3	–	Sell	-7,890	Closed	-$249K	–	157
2018 Q2	$249K	Sell	7,890 -2,300	-23%	-$75K	0.09%	159
2018 Q1	$320K	Buy	+10,190	New	+$325K	0.12%	146
2015 Q2	–	Sell	-73,802	Closed	-$2.39M	–	134
2015 Q1	$2.39M	Buy	73,802 +54,162	+276%	+$1.68M	1.95%	3
2014 Q4	$546K	Buy	+19,640	New	+$556K	0.46%	91

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Palo Capital's HEDJ Position: Q3 2018 in Review

Palo Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 7,890 shares — an estimated $249K sold.

Palo Capital first reported a position in HEDJ in Q4 2014 and held it in 4 quarters. The position peaked at $2.39M in Q1 2015. 276 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

Palo Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Palo Capital sold 7,890 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $249K.
Palo Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 4 quarters.
Palo Capital's WisdomTree Europe Hedged Equity Fund position peaked at $2.39M in Q1 2015.
276 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.