Waldron Private Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Waldron Private Wealth’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
2016 Q2	–	Sell	-21,892	Closed	-$589K	–	168
2016 Q1	$589K	Hold	21,892	–	–	0.22%	56
2015 Q4	$589K	Buy	21,892 +11,362	+108%	+$335K	0.22%	54
2015 Q3	$287K	Buy	+10,530	New	+$317K	0.12%	84

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Waldron Private Wealth's HEDJ Position: Q2 2016 in Review

Waldron Private Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 21,892 shares — an estimated $589K sold.

Waldron Private Wealth first reported a position in HEDJ in Q3 2015 and held it in 3 quarters. The position peaked at $589K in Q1 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

Waldron Private Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
Waldron Private Wealth sold 21,892 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $589K.
Waldron Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 3 quarters.
Waldron Private Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $589K in Q1 2016.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on Waldron Private Wealth's 13F filing for Q2 2016, filed 9 Aug 2016.