Rockefeller Financial Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Rockefeller Financial Services’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 Q3	–	Sell	-2,000	Closed	-$51K	–	474
2016 Q2	$51K	Hold	2,000	–	–	﹤0.01%	399
2016 Q1	$52K	Buy	2,000 +1,398	+232%	+$35.4K	﹤0.01%	423
2015 Q4	$16K	Sell	602 -29,774	-98%	-$879K	﹤0.01%	486
2015 Q3	$830K	Buy	+30,376	New	+$913K	0.02%	202

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

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

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

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

RIG

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

RJA

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

JCM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Rockefeller Financial Services's HEDJ Position: Q3 2016 in Review

Rockefeller Financial Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2016, closing a stake of 2,000 shares — an estimated $51K sold.

Rockefeller Financial Services first reported a position in HEDJ in Q3 2015 and held it in 4 quarters. The position peaked at $830K in Q3 2015. 301 funds tracked by Wall St. Rank hold HEDJ as of Q3 2016.

Rockefeller Financial Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
Rockefeller Financial Services sold 2,000 WisdomTree Europe Hedged Equity Fund shares in Q3 2016, an estimated $51K.
Rockefeller Financial Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 4 quarters.
Rockefeller Financial Services's WisdomTree Europe Hedged Equity Fund position peaked at $830K in Q3 2015.
301 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2016.

Based on Rockefeller Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.