Placemark Investments’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Placemark Investments’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
2014 Q4	$12.4M	Buy	446,768 +219,490	+97%	+$6.21M	0.22%	109
2014 Q3	$6.57M	Buy	227,278 +145,262	+177%	+$4.18M	0.12%	209
2014 Q2	$2.4M	Buy	+82,016	New	+$2.39M	0.04%	507
2013 Q3	–	Sell	-42,696	Closed	-$1.03M	–	1578
2013 Q2	$1.03M	Buy	+42,696	New	+$1.08M	0.02%	741

Other funds holding HEDJ

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

RIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Placemark Investments's HEDJ Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 97% in Q4 2014, buying an estimated $6.21M and bringing the position to 446,768 shares worth $12.4M. The position accounts for 0.22% of the portfolio, ranked #109.

Placemark Investments first reported a position in HEDJ in Q2 2013 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold HEDJ as of Q4 2014.

Placemark Investments held 446,768 shares of WisdomTree Europe Hedged Equity Fund worth $12.4M as of Q4 2014.
Placemark Investments bought 219,490 WisdomTree Europe Hedged Equity Fund shares in Q4 2014, an estimated $6.21M.
WisdomTree Europe Hedged Equity Fund made up 0.22% of Placemark Investments's portfolio in Q4 2014, its #109 holding.
Placemark Investments first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.