Simply Money Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Simply Money 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
2015 Q4	–	Sell	-645,836	Closed	-$17.6M	–	26
2015 Q3	$17.6M	Buy	645,836 +4,072	+0.6%	+$122K	2.72%	15
2015 Q2	$19.8M	Buy	641,764 +8,482	+1%	+$277K	2.91%	15
2015 Q1	$20.9M	Buy	+633,282	New	+$19.6M	3.03%	13

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Simply Money Advisors's HEDJ Position: Q4 2015 in Review

Simply Money Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 645,836 shares — an estimated $17.6M sold.

Simply Money Advisors first reported a position in HEDJ in Q1 2015 and held it in 3 quarters. The position peaked at $20.9M in Q1 2015. 384 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

Simply Money Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Simply Money Advisors sold 645,836 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $17.6M.
Simply Money Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 3 quarters.
Simply Money Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $20.9M in Q1 2015.
384 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Simply Money Advisors's 13F filing for Q4 2015, filed 19 Jan 2016.