Stockman Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Stockman Wealth Management’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	-8,200	Closed	-$258K	–	123
2017 Q1	$258K	Hold	8,200	–	–	0.15%	111
2016 Q4	$235K	Sell	8,200 -10,274	-56%	-$281K	0.14%	108
2016 Q3	$496K	Buy	+18,474	New	+$488K	0.31%	69

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Stockman Wealth Management's HEDJ Position: Q2 2017 in Review

Stockman Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 8,200 shares — an estimated $258K sold.

Stockman Wealth Management first reported a position in HEDJ in Q3 2016 and held it in 3 quarters. The position peaked at $496K in Q3 2016. 319 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Stockman Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Stockman Wealth Management sold 8,200 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $258K.
Stockman Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2016 and held it in 3 quarters.
Stockman Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $496K in Q3 2016.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Stockman Wealth Management's 13F filing for Q2 2017, filed 9 Aug 2017.