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Drexel Morgan & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Drexel Morgan & Co’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
2015
Q3 		– Sell
-6,700
Closed -$206K – 86
2015
Q2 		$206K Hold
6,700
– – 0.24% 86
2015
Q1 		$222K Buy
+6,700
New +$208K 0.24% 92

Other funds holding HEDJ

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Drexel Morgan & Co's HEDJ Position: Q3 2015 in Review

Drexel Morgan & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 6,700 shares — an estimated $206K sold.

Drexel Morgan & Co first reported a position in HEDJ in Q1 2015 and held it in 2 quarters. The position peaked at $222K in Q1 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

  • Drexel Morgan & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
  • Drexel Morgan & Co sold 6,700 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $206K.
  • Drexel Morgan & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
  • Drexel Morgan & Co's WisdomTree Europe Hedged Equity Fund position peaked at $222K in Q1 2015.
  • 380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Drexel Morgan & Co's 13F filing for Q3 2015, filed 12 Nov 2015.