TCI Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

TCI Wealth 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	-9,200	Closed	-$289K	–	1359
2017 Q1	$289K	Hold	9,200	–	–	0.15%	100
2016 Q4	$264K	Hold	9,200	–	–	0.14%	110
2016 Q3	$247K	Buy	+9,200	New	+$243K	0.13%	110
2015 Q3	–	Sell	-208	Closed	-$6K	–	985
2015 Q2	$6K	Buy	+208	New	+$6.79K	﹤0.01%	606

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

TCI Wealth Advisors's HEDJ Position: Q2 2017 in Review

TCI Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 9,200 shares — an estimated $289K sold.

TCI Wealth Advisors first reported a position in HEDJ in Q2 2015 and held it in 4 quarters. The position peaked at $289K in Q1 2017. 319 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

TCI Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
TCI Wealth Advisors sold 9,200 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $289K.
TCI Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 4 quarters.
TCI Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $289K in Q1 2017.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on TCI Wealth Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.