SII Investments’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

SII Investments’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 Q4	–	Sell	-10,188	Closed	-$318K	–	481
2017 Q3	$318K	Sell	10,188 -1,466	-13%	-$46K	0.02%	455
2017 Q2	$354K	Sell	11,654 -6,112	-34%	-$198K	0.02%	425
2017 Q1	$562K	Sell	17,766 -636	-3%	-$18.9K	0.04%	306
2016 Q4	$531K	Buy	18,402 +18	+0.1%	+$492	0.04%	294
2016 Q3	$489K	Buy	18,384 +622	+4%	+$16.4K	0.04%	308
2016 Q2	$446K	Sell	17,762 -1,040	-6%	-$27K	0.04%	336
2016 Q1	$490K	Buy	18,802 +1,692	+10%	+$42.8K	0.05%	309
2015 Q4	$454K	Sell	17,110 -2,438	-12%	-$72K	0.06%	265
2015 Q3	$530K	Buy	19,548 +4,454	+30%	+$134K	0.06%	279
2015 Q2	$462K	Buy	15,094 +6,570	+77%	+$215K	0.05%	306
2015 Q1	$280K	Buy	+8,524	New	+$264K	0.03%	412

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RIG

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SII Investments's HEDJ Position: Q4 2017 in Review

SII Investments sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 10,188 shares — an estimated $318K sold.

SII Investments first reported a position in HEDJ in Q1 2015 and held it in 11 quarters. The position peaked at $562K in Q1 2017. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

SII Investments reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
SII Investments sold 10,188 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $318K.
SII Investments first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 11 quarters.
SII Investments's WisdomTree Europe Hedged Equity Fund position peaked at $562K in Q1 2017.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.