Spectrum Management Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Spectrum Management Group’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 Q3	–	Sell	-478,262	Closed	-$14.7M	–	188
2015 Q2	$14.7M	Buy	478,262 +56,112	+13%	+$1.83M	5.42%	6
2015 Q1	$14M	Buy	+422,150	New	+$13.1M	5.2%	6

Other funds holding HEDJ

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

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

RJA

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

Spectrum Management Group's HEDJ Position: Q3 2015 in Review

Spectrum Management Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 478,262 shares — an estimated $14.7M sold.

Spectrum Management Group first reported a position in HEDJ in Q1 2015 and held it in 2 quarters. The position peaked at $14.7M in Q2 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Spectrum Management Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Spectrum Management Group sold 478,262 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $14.7M.
Spectrum Management Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Spectrum Management Group's WisdomTree Europe Hedged Equity Fund position peaked at $14.7M in Q2 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Spectrum Management Group's 13F filing for Q3 2015, filed 12 Nov 2015.