Stanford Investment Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-7,400	Closed	-$212K	–	120
2016 Q4	$212K	Hold	7,400	–	–	0.1%	50
2016 Q3	$199K	Hold	7,400	–	–	0.09%	59
2016 Q2	$187K	Buy	+7,400	New	+$192K	0.1%	55

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

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

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

Stanford Investment Group's HEDJ Position: Q1 2017 in Review

Stanford Investment Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2017, closing a stake of 7,400 shares — an estimated $212K sold.

Stanford Investment Group first reported a position in HEDJ in Q2 2016 and held it in 3 quarters. The position peaked at $212K in Q4 2016. 311 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

Stanford Investment Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 7,400 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $212K.
Stanford Investment Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 3 quarters.
Stanford Investment Group's WisdomTree Europe Hedged Equity Fund position peaked at $212K in Q4 2016.
311 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.