Regal Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Regal Investment Advisors’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
2015 Q4	–	Sell	-168	Closed	-$4K	–	525
2015 Q3	$4K	Buy	+168	New	+$5.05K	﹤0.01%	836
2015 Q2	–	Sell	-226	Closed	-$7K	–	973
2015 Q1	$7K	Buy	+226	New	+$7.01K	﹤0.01%	758

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

RIG

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Regal Investment Advisors's HEDJ Position: Q4 2015 in Review

Regal Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 168 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in HEDJ in Q1 2015 and held it in 2 quarters. The position peaked at $7K in Q1 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

Regal Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 168 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $4K.
Regal Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Regal Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $7K in Q1 2015.
385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.