CWM
HEDJ icon

Circle Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Circle Wealth Management’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
-11,894
Closed -$376K – 88
2018
Q3 		$376K Hold
11,894
– – 0.12% 67
2018
Q2 		$375K Buy
11,894
+268
+2% +$8.74K 0.13% 67
2018
Q1 		$365K Buy
11,626
+50
+0.4% +$1.6K 0.13% 65
2017
Q4 		$369K Sell
11,576
-826
-7% -$26.8K 0.14% 64
2017
Q3 		$401K Sell
12,402
-56,614
-82% -$1.77M 0.16% 56
2017
Q2 		$2.15M Buy
69,016
+98
+0.1% +$3.17K 0.95% 16
2017
Q1 		$2.16M Sell
68,918
-2,908
-4% -$86.6K 1.04% 12
2016
Q4 		$2.06M Buy
+71,826
New +$1.96M 1.1% 13

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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 $530B 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 $4.31B 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