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Claybrook Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Claybrook Capital’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
-16,700
Closed -$532K – 197
2017
Q4 		$532K Buy
+16,700
New +$543K 0.38% 58

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
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 $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Claybrook Capital's HEDJ Position: Q1 2018 in Review

Claybrook Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 16,700 shares — an estimated $532K sold.

Claybrook Capital first reported a position in HEDJ in Q4 2017 and held it in 1 quarter. The position peaked at $532K in Q4 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

  • Claybrook Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • Claybrook Capital sold 16,700 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $532K.
  • Claybrook Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 1 quarter.
  • Claybrook Capital's WisdomTree Europe Hedged Equity Fund position peaked at $532K in Q4 2017.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Claybrook Capital's 13F filing for Q1 2018, filed 11 May 2018.