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Baltimore-Washington Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-400
Closed -$10K – 162
2015
Q3 		$10K Sell
400
-100
-20% -$3.01K ﹤0.01% 192
2015
Q2 		$15K Sell
500
-4,360
-90% -$142K ﹤0.01% 171
2015
Q1 		$161K Buy
+4,860
New +$151K 0.05% 104

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Baltimore-Washington Financial Advisors's HEDJ Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 400 shares — an estimated $10K sold.

Baltimore-Washington Financial Advisors first reported a position in HEDJ in Q1 2015 and held it in 3 quarters. The position peaked at $161K in Q1 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 400 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $10K.
  • Baltimore-Washington Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $161K in Q1 2015.
  • 385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.