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Calton & Associates’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Calton & Associates’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
-5,000
Closed -$167K – 730
2017
Q4 		$167K Buy
+5,000
New +$162K 0.04% 381

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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Calton & Associates's HEDJ Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 5,000 shares — an estimated $167K sold.

Calton & Associates first reported a position in HEDJ in Q4 2017 and held it in 1 quarter. The position peaked at $167K in Q4 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

  • Calton & Associates reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 5,000 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $167K.
  • Calton & Associates first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's WisdomTree Europe Hedged Equity Fund position peaked at $167K in Q4 2017.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.