Signature Estate & Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Signature Estate & 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
2017 Q1	–	Sell	-5,712	Closed	-$164K	–	195
2016 Q4	$164K	Sell	5,712 -11,036	-66%	-$302K	0.02%	129
2016 Q3	$450K	Sell	16,748 -15,916	-49%	-$421K	0.07%	85
2016 Q2	$825K	Sell	32,664 -855,778	-96%	-$22.2M	0.13%	75
2016 Q1	$23.1M	Buy	888,442 +345,948	+64%	+$8.76M	3.78%	6
2015 Q4	$14.6M	Buy	542,494 +52,992	+11%	+$1.56M	2.52%	10
2015 Q3	$13.4M	Sell	489,502 -137,330	-22%	-$4.13M	2.79%	6
2015 Q2	$19.3M	Buy	+626,832	New	+$20.5M	4.31%	3

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

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

RIG

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

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Signature Estate & Investment Advisors's HEDJ Position: Q1 2017 in Review

Signature Estate & Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2017, closing a stake of 5,712 shares — an estimated $164K sold.

Signature Estate & Investment Advisors first reported a position in HEDJ in Q2 2015 and held it in 7 quarters. The position peaked at $23.1M in Q1 2016. 311 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

Signature Estate & Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Signature Estate & Investment Advisors sold 5,712 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $164K.
Signature Estate & Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 7 quarters.
Signature Estate & Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $23.1M in Q1 2016.
311 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.