Richard Bernstein Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Richard Bernstein 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
2017 Q3	–	Sell	-264	Closed	-$8K	–	208
2017 Q2	$8K	Sell	264 -512,330	-100%	-$16.6M	﹤0.01%	185
2017 Q1	$16.1M	Buy	512,594 +120,848	+31%	+$3.6M	1.25%	12
2016 Q4	$11.2M	Sell	391,746 -133,050	-25%	-$3.64M	0.94%	17
2016 Q3	$14.1M	Sell	524,796 -502,342	-49%	-$13.3M	1.34%	9
2016 Q2	$26M	Sell	1,027,138 -6,720	-0.6%	-$175K	2.47%	3
2016 Q1	$26.8M	Buy	1,033,858 +260,432	+34%	+$6.59M	2.68%	2
2015 Q4	$20.2M	Buy	773,426 +134,574	+21%	+$3.97M	2.59%	3
2015 Q3	$17.5M	Buy	638,852 +370,200	+138%	+$11.1M	2.39%	3
2015 Q2	$8.27M	Buy	268,652 +253,162	+1,634%	+$8.27M	1%	15
2015 Q1	$512K	Buy	+15,490	New	+$480K	0.07%	177

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

JCM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Richard Bernstein Advisors's HEDJ Position: Q3 2017 in Review

Richard Bernstein Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 264 shares — an estimated $8K sold.

Richard Bernstein Advisors first reported a position in HEDJ in Q1 2015 and held it in 10 quarters. The position peaked at $26.8M in Q1 2016. 304 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

Richard Bernstein Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
Richard Bernstein Advisors sold 264 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $8K.
Richard Bernstein Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 10 quarters.
Richard Bernstein Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $26.8M in Q1 2016.
304 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Richard Bernstein Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.