Train Babcock Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Train Babcock 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 Q4	$3.3M	Buy	+103,596	New	+$3.37M	1.45%	29
2017 Q3	–	Sell	-109,446	Closed	-$3.41M	–	93
2017 Q2	$3.41M	Buy	109,446 +8,024	+8%	+$260K	1.48%	27
2017 Q1	$3.19M	Sell	101,422 -6,710	-6%	-$200K	1.43%	27
2016 Q4	$3.1M	Sell	108,132 -25,860	-19%	-$707K	1.28%	28
2016 Q3	$3.6M	Sell	133,992 -24,310	-15%	-$642K	1.44%	24
2016 Q2	$4M	Sell	158,302 -1,710	-1%	-$44.4K	1.59%	21
2016 Q1	$4.15M	Sell	160,012 -1,070	-0.7%	-$27.1K	1.66%	22
2015 Q4	$4.33M	Sell	161,082 -84,220	-34%	-$2.49M	1.66%	21
2015 Q3	$6.7M	Buy	245,302 +17,440	+8%	+$524K	2.38%	6
2015 Q2	$7.02M	Buy	227,862 +61,054	+37%	+$1.99M	2.22%	9
2015 Q1	$5.52M	Buy	166,808 +128,128	+331%	+$3.97M	1.73%	18
2014 Q4	$1.07M	Buy	+38,680	New	+$1.09M	0.35%	67

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

RJA

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

Train Babcock Advisors's HEDJ Position: Q4 2017 in Review

Train Babcock Advisors opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017: 103,596 shares worth $3.3M. The stake represents 1.45% of the portfolio and ranks #29 among its holdings. This is a return to the name: Train Babcock Advisors previously reported a position in HEDJ as recently as Q2 2017.

Train Babcock Advisors first reported a position in HEDJ in Q4 2014 and has held it in 12 quarters since. The position peaked at $7.02M in Q2 2015. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

Train Babcock Advisors held 103,596 shares of WisdomTree Europe Hedged Equity Fund worth $3.3M as of Q4 2017.
WisdomTree Europe Hedged Equity Fund was a new Train Babcock Advisors position in Q4 2017.
WisdomTree Europe Hedged Equity Fund made up 1.45% of Train Babcock Advisors's portfolio in Q4 2017, its #29 holding.
Train Babcock Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 12 quarters since.
Train Babcock Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $7.02M in Q2 2015.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.