Steel Grove Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Steel Grove Capital 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 Q2	–	Sell	-6,534	Closed	-$205K	–	280
2017 Q1	$205K	Buy	+6,534	New	+$194K	0.04%	257
2016 Q4	–	Sell	-29,696	Closed	-$798K	–	253
2016 Q3	$798K	Sell	29,696 -23,614	-44%	-$624K	0.18%	86
2016 Q2	$1.35M	Sell	53,310 -157,202	-75%	-$4.08M	0.33%	64
2016 Q1	$5.46M	Sell	210,512 -591,092	-74%	-$15M	1.39%	12
2015 Q4	$21.6M	Sell	801,604 -297,150	-27%	-$8.77M	5.33%	1
2015 Q3	$30M	Buy	1,098,754 +704,248	+179%	+$21.2M	7.49%	1
2015 Q2	$12.1M	Buy	394,506 +49,274	+14%	+$1.61M	2.7%	5
2015 Q1	$11.4M	Buy	+345,232	New	+$10.7M	2.57%	8

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steel Grove Capital Advisors's HEDJ Position: Q2 2017 in Review

Steel Grove Capital Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 6,534 shares — an estimated $205K sold.

Steel Grove Capital Advisors first reported a position in HEDJ in Q1 2015 and held it in 8 quarters. The position peaked at $30M in Q3 2015. 318 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Steel Grove Capital Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Steel Grove Capital Advisors sold 6,534 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $205K.
Steel Grove Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 8 quarters.
Steel Grove Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $30M in Q3 2015.
318 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.