BFSG LLC
HEDJ icon

BFSG LLC’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

BFSG LLC’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
Q1 		– Sell
-171,368
Closed -$5.46M – 158
2017
Q4 		$5.46M Buy
171,368
+156
+0.1% +$5.07K 2.3% 9
2017
Q3 		$5.54M Sell
171,212
-344
-0.2% -$10.8K 2.5% 7
2017
Q2 		$5.35M Buy
171,556
+7,462
+5% +$242K 2.63% 7
2017
Q1 		$5.15M Buy
+164,094
New +$4.88M 2.59% 7

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janney Capital Management
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RiverFront Investment Group
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFSG LLC's HEDJ Position: Q1 2018 in Review

BFSG LLC sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 171,368 shares — an estimated $5.46M sold.

BFSG LLC first reported a position in HEDJ in Q1 2017 and held it in 4 quarters. The position peaked at $5.54M in Q3 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

  • BFSG LLC reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • BFSG LLC sold 171,368 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $5.46M.
  • BFSG LLC first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2017 and held it in 4 quarters.
  • BFSG LLC's WisdomTree Europe Hedged Equity Fund position peaked at $5.54M in Q3 2017.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on BFSG LLC's 13F filing for Q1 2018, filed 8 May 2018.