Wilbanks Smith & Thomas Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Wilbanks Smith & Thomas Asset 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
2015 Q3	–	Sell	-9,560	Closed	-$294K	–	286
2015 Q2	$294K	Sell	9,560 -2,320	-20%	-$75.8K	0.03%	235
2015 Q1	$393K	Buy	+11,880	New	+$368K	0.04%	197

Other funds holding HEDJ

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

RJA

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

Wilbanks Smith & Thomas Asset Management's HEDJ Position: Q3 2015 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 9,560 shares — an estimated $294K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HEDJ in Q1 2015 and held it in 2 quarters. The position peaked at $393K in Q1 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 9,560 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $294K.
Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $393K in Q1 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2015, filed 20 Oct 2015.