Ropes Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ropes Wealth 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 Q2	–	Sell	-14,578	Closed	-$458K	–	543
2017 Q1	$458K	Hold	14,578	–	–	0.13%	141
2016 Q4	$418K	Hold	14,578	–	–	0.13%	136
2016 Q3	$392K	Hold	14,578	–	–	0.13%	138
2016 Q2	$368K	Buy	14,578 +8,286	+132%	+$215K	0.13%	133
2016 Q1	$163K	Hold	6,292	–	–	0.07%	161
2015 Q4	$169K	Hold	6,292	–	–	0.07%	162
2015 Q3	$172K	Hold	6,292	–	–	0.09%	142
2015 Q2	$194K	Buy	+6,292	New	+$206K	0.11%	121

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ropes Wealth Advisors's HEDJ Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 14,578 shares — an estimated $458K sold.

Ropes Wealth Advisors first reported a position in HEDJ in Q2 2015 and held it in 8 quarters. The position peaked at $458K in Q1 2017. 319 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Ropes Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 14,578 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $458K.
Ropes Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 8 quarters.
Ropes Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $458K in Q1 2017.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.