Sheets Smith Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sheets Smith Wealth Management’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 Q1	–	Sell	-7,814	Closed	-$210K	–	247
2015 Q4	$210K	Sell	7,814 -31,656	-80%	-$934K	0.06%	212
2015 Q3	$1.08M	Sell	39,470 -356	-0.9%	-$10.7K	0.36%	80
2015 Q2	$1.23M	Sell	39,826 -3,100	-7%	-$101K	0.34%	91
2015 Q1	$1.42M	Buy	42,926 +35,102	+449%	+$1.09M	0.39%	78
2014 Q4	$218K	Buy	+7,824	New	+$221K	0.06%	225

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sheets Smith Wealth Management's HEDJ Position: Q1 2016 in Review

Sheets Smith Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 7,814 shares — an estimated $210K sold.

Sheets Smith Wealth Management first reported a position in HEDJ in Q4 2014 and held it in 5 quarters. The position peaked at $1.42M in Q1 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

Sheets Smith Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,814 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $210K.
Sheets Smith Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 5 quarters.
Sheets Smith Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $1.42M in Q1 2015.
327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2016, filed 13 May 2016.