BFA
HEDJ icon

Beaumont Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Beaumont 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
2018
Q4 		– Sell
-8,748
Closed -$277K – 214
2018
Q3 		$277K Hold
8,748
– – 0.03% 191
2018
Q2 		$276K Hold
8,748
– – 0.03% 172
2018
Q1 		$274K Buy
+8,748
New +$279K 0.03% 175
2016
Q3 		– Sell
-41,106
Closed -$1.04M – 145
2016
Q2 		$1.04M Buy
+41,106
New +$1.07M 0.17% 84
2016
Q1 		– Sell
-28,934
Closed -$778K – 141
2015
Q4 		$778K Sell
28,934
-434,392
-94% -$12.8M 0.13% 71
2015
Q3 		$14.3M Hold
463,326
– – 2.07% 10
2015
Q2 		$14.3M Buy
+463,326
New +$15.1M 2.07% 10

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return