Woodmont Investment Counsel’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Woodmont Investment Counsel’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 Q4	–	Sell	-908	Closed	-$24K	–	369
2016 Q3	$24K	Buy	+908	New	+$24K	0.01%	339
2016 Q2	–	Sell	-1,408	Closed	-$37K	–	301
2016 Q1	$37K	Hold	1,408	–	–	0.01%	286
2015 Q4	$38K	Hold	1,408	–	–	0.01%	290
2015 Q3	$38K	Hold	1,408	–	–	0.01%	284
2015 Q2	$43K	Buy	+1,408	New	+$46K	0.01%	271

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Woodmont Investment Counsel's HEDJ Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 908 shares — an estimated $24K sold.

Woodmont Investment Counsel first reported a position in HEDJ in Q2 2015 and held it in 5 quarters. The position peaked at $43K in Q2 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Woodmont Investment Counsel reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 908 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $24K.
Woodmont Investment Counsel first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's WisdomTree Europe Hedged Equity Fund position peaked at $43K in Q2 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.