AP
HEDJ icon

Agilis Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Agilis Partners’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
Q1 		– Sell
-412,236
Closed -$11.5M – 15
2014
Q4 		$11.5M Buy
+412,236
New +$11.7M 10.37% 3

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Managed Account Advisors
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Agilis Partners's HEDJ Position: Q1 2015 in Review

Agilis Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2015, closing a stake of 412,236 shares — an estimated $11.5M sold.

Agilis Partners first reported a position in HEDJ in Q4 2014 and held it in 1 quarter. The position peaked at $11.5M in Q4 2014. 352 funds tracked by Wall St. Rank hold HEDJ as of Q1 2015.

  • Agilis Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2015 after selling out during the quarter.
  • Agilis Partners sold 412,236 WisdomTree Europe Hedged Equity Fund shares in Q1 2015, an estimated $11.5M.
  • Agilis Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 1 quarter.
  • Agilis Partners's WisdomTree Europe Hedged Equity Fund position peaked at $11.5M in Q4 2014.
  • 352 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2015.

Based on Agilis Partners's 13F filing for Q1 2015, filed 4 May 2015.