BC
HEDJ icon

Barnett & Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Barnett & Company’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
2017
Q3 		– Sell
-1,800
Closed -$56K – 331
2017
Q2 		$56K Sell
1,800
-11,400
-86% -$369K 0.03% 202
2017
Q1 		$415K Hold
13,200
– – 0.23% 91
2016
Q4 		$379K Hold
13,200
– – 0.2% 104
2016
Q3 		$355K Hold
13,200
– – 0.19% 107
2016
Q2 		$333K Sell
13,200
-4,200
-24% -$109K 0.19% 111
2016
Q1 		$452K Sell
17,400
-10,000
-36% -$253K 0.24% 91
2015
Q4 		$737K Sell
27,400
-3,250
-11% -$95.9K 0.39% 72
2015
Q3 		$838K Buy
+30,650
New +$922K 0.41% 77

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return