Veritable’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Veritable’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	-11,460	Closed	-$329K	–	751
2016 Q4	$329K	Buy	+11,460	New	+$313K	0.01%	577
2015 Q2	–	Sell	-31,158	Closed	-$1.03M	–	797
2015 Q1	$1.03M	Sell	31,158 -796	-2%	-$24.7K	0.02%	401
2014 Q4	$889K	Buy	+31,954	New	+$904K	0.02%	435
2014 Q1	–	Sell	-2,000	Closed	-$56K	–	948
2013 Q4	$56K	Buy	+2,000	New	+$54.4K	﹤0.01%	923

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

Veritable's HEDJ Position: Q1 2017 in Review

Veritable sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2017, closing a stake of 11,460 shares — an estimated $329K sold.

Veritable first reported a position in HEDJ in Q4 2013 and held it in 4 quarters. The position peaked at $1.03M in Q1 2015. 311 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

Veritable reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Veritable sold 11,460 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $329K.
Veritable first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and held it in 4 quarters.
Veritable's WisdomTree Europe Hedged Equity Fund position peaked at $1.03M in Q1 2015.
311 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on Veritable's 13F filing for Q1 2017, filed 15 May 2017.