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Burt Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-544
Closed -$14K – 480
2016
Q1 		$14K Buy
+544
New +$13.8K 0.01% 290

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Burt Wealth Advisors's HEDJ Position: Q2 2016 in Review

Burt Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 544 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in HEDJ in Q1 2016 and held it in 1 quarter. The position peaked at $14K in Q1 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

  • Burt Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 544 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $14K.
  • Burt Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $14K in Q1 2016.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.