SeaBridge Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

SeaBridge Investment 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
2016 Q2	–	Sell	-130,500	Closed	-$3.39M	–	266
2016 Q1	$3.39M	Sell	130,500 -51,220	-28%	-$1.3M	0.82%	47
2015 Q4	$4.89M	Sell	181,720 -41,670	-19%	-$1.23M	1.09%	39
2015 Q3	$6.1M	Sell	223,390 -13,390	-6%	-$403K	1.42%	22
2015 Q2	$7.29M	Sell	236,780 -64,470	-21%	-$2.11M	1.49%	22
2015 Q1	$9.96M	Buy	301,250 +239,790	+390%	+$7.43M	2.01%	6
2014 Q4	$1.71M	Buy	61,460 +60,350	+5,437%	+$1.71M	0.35%	83
2014 Q3	$32K	Hold	1,110	–	–	0.01%	168
2014 Q2	$32K	Hold	1,110	–	–	0.01%	180
2014 Q1	$31K	Sell	1,110 -2,840	-72%	-$78.5K	0.01%	171
2013 Q4	$111K	Buy	+3,950	New	+$107K	0.02%	152

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

SeaBridge Investment Advisors's HEDJ Position: Q2 2016 in Review

SeaBridge Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 130,500 shares — an estimated $3.39M sold.

SeaBridge Investment Advisors first reported a position in HEDJ in Q4 2013 and held it in 10 quarters. The position peaked at $9.96M in Q1 2015. 306 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

SeaBridge Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
SeaBridge Investment Advisors sold 130,500 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $3.39M.
SeaBridge Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and held it in 10 quarters.
SeaBridge Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $9.96M in Q1 2015.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.