Sage Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sage Advisory 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
2015 Q4	–	Sell	-1,846,116	Closed	-$50.4M	–	21
2015 Q3	$50.4M	Buy	1,846,116 +237,774	+15%	+$7.15M	6.96%	4
2015 Q2	$49.5M	Buy	+1,608,342	New	+$52.5M	6.8%	6

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Sage Advisory Services's HEDJ Position: Q4 2015 in Review

Sage Advisory Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 1,846,116 shares — an estimated $50.4M sold.

Sage Advisory Services first reported a position in HEDJ in Q2 2015 and held it in 2 quarters. The position peaked at $50.4M in Q3 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

Sage Advisory Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Sage Advisory Services sold 1,846,116 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $50.4M.
Sage Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 2 quarters.
Sage Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $50.4M in Q3 2015.
385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Sage Advisory Services's 13F filing for Q4 2015, filed 1 Feb 2016.