Richard C. Young & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Richard C. Young & Co’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 Q4	–	Sell	-84,620	Closed	-$2.74M	–	66
2017 Q3	$2.74M	Sell	84,620 -8,070	-9%	-$253K	0.52%	46
2017 Q2	$2.89M	Sell	92,690 -1,632	-2%	-$52.9K	0.57%	47
2017 Q1	$2.96M	Sell	94,322 -6,796	-7%	-$202K	0.59%	48
2016 Q4	$2.9M	Sell	101,118 -10,636	-10%	-$291K	0.61%	45
2016 Q3	$3M	Sell	111,754 -5,986	-5%	-$158K	0.65%	44
2016 Q2	$2.98M	Sell	117,740 -3,534	-3%	-$91.8K	0.66%	43
2016 Q1	$3.15M	Sell	121,274 -930	-0.8%	-$23.5K	0.71%	46
2015 Q4	$3.29M	Sell	122,204 -136,618	-53%	-$4.03M	0.75%	46
2015 Q3	$7.07M	Buy	258,822 +87,072	+51%	+$2.62M	1.75%	24
2015 Q2	$5.29M	Buy	171,750 +18,518	+12%	+$605K	1.19%	38
2015 Q1	$5.07M	Buy	+153,232	New	+$4.75M	1.11%	40

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Richard C. Young & Co's HEDJ Position: Q4 2017 in Review

Richard C. Young & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 84,620 shares — an estimated $2.74M sold.

Richard C. Young & Co first reported a position in HEDJ in Q1 2015 and held it in 11 quarters. The position peaked at $7.07M in Q3 2015. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

Richard C. Young & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
Richard C. Young & Co sold 84,620 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $2.74M.
Richard C. Young & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 11 quarters.
Richard C. Young & Co's WisdomTree Europe Hedged Equity Fund position peaked at $7.07M in Q3 2015.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Richard C. Young & Co's 13F filing for Q4 2017, filed 13 Feb 2018.