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HEDJ icon

Colony Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Colony Group’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
Q4 		– Sell
-8,000
Closed -$215K – 286
2016
Q3 		$215K Sell
8,000
-3,000
-27% -$79.3K 0.02% 246
2016
Q2 		$278K Hold
11,000
– – 0.03% 206
2016
Q1 		$286K Sell
11,000
-2,200
-17% -$55.7K 0.03% 205
2015
Q4 		$355K Sell
13,200
-2,400
-15% -$70.8K 0.03% 297
2015
Q3 		$426K Hold
15,600
– – 0.05% 258
2015
Q2 		$480K Buy
15,600
+200
+1% +$6.53K 0.05% 269
2015
Q1 		$509K Sell
15,400
-1,400
-8% -$43.4K 0.06% 216
2014
Q4 		$467K Buy
16,800
+400
+2% +$11.3K 0.05% 257
2014
Q3 		$474K Buy
+16,400
New +$472K 0.05% 239

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return