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Dubuque Bank & Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Dubuque Bank & Trust’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
2014
Q2 		– Sell
-3,170
Closed -$90K – 602
2014
Q1 		$90K Buy
3,170
+360
+13% +$9.95K 0.02% 191
2013
Q4 		$79K Sell
2,810
-510
-15% -$13.9K 0.01% 189
2013
Q3 		$88K Buy
+3,320
New +$85.4K 0.02% 172

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return

Dubuque Bank & Trust's HEDJ Position: Q2 2014 in Review

Dubuque Bank & Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2014, closing a stake of 3,170 shares — an estimated $90K sold.

Dubuque Bank & Trust first reported a position in HEDJ in Q3 2013 and held it in 3 quarters. The position peaked at $90K in Q1 2014. 88 funds tracked by Wall St. Rank hold HEDJ as of Q2 2014.

  • Dubuque Bank & Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
  • Dubuque Bank & Trust sold 3,170 WisdomTree Europe Hedged Equity Fund shares in Q2 2014, an estimated $90K.
  • Dubuque Bank & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2013 and held it in 3 quarters.
  • Dubuque Bank & Trust's WisdomTree Europe Hedged Equity Fund position peaked at $90K in Q1 2014.
  • 88 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2014.

Based on Dubuque Bank & Trust's 13F filing for Q2 2014, filed 11 Aug 2014.