Pinnacle Wealth Management Advisory Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q1	–	Sell	-10,820	Closed	-$291K	–	112
2015 Q4	$291K	Buy	+10,820	New	+$319K	0.27%	82
2015 Q2	–	Sell	-8,700	Closed	-$288K	–	102
2015 Q1	$288K	Hold	8,700	–	–	0.26%	87
2014 Q4	$242K	Buy	+8,700	New	+$246K	0.23%	93

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

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

RIG

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group's HEDJ Position: Q1 2016 in Review

Pinnacle Wealth Management Advisory Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 10,820 shares — an estimated $291K sold.

Pinnacle Wealth Management Advisory Group first reported a position in HEDJ in Q4 2014 and held it in 3 quarters. The position peaked at $291K in Q4 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

Pinnacle Wealth Management Advisory Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 10,820 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $291K.
Pinnacle Wealth Management Advisory Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 3 quarters.
Pinnacle Wealth Management Advisory Group's WisdomTree Europe Hedged Equity Fund position peaked at $291K in Q4 2015.
327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2016, filed 12 May 2016.