EWM
HEDJ icon

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

Evercore 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
-7,234
Closed -$229K – 390
2018
Q3 		$229K Hold
7,234
– – 0.01% 382
2018
Q2 		$228K Buy
+7,234
New +$236K 0.01% 369
2016
Q1 		– Sell
-3,806
Closed -$102K – 968
2015
Q4 		$102K Sell
3,806
-6,068
-61% -$179K ﹤0.01% 471
2015
Q3 		$270K Buy
9,874
+3,062
+45% +$92.1K 0.01% 338
2015
Q2 		$210K Buy
6,812
+6,068
+816% +$198K 0.01% 411
2015
Q1 		$25K Buy
+744
New +$23.1K ﹤0.01% 746
2014
Q2 		– Sell
-380
Closed -$11K – 1022
2014
Q1 		$11K Sell
380
-1,300
-77% -$35.9K ﹤0.01% 815
2013
Q4 		$48K Buy
+1,680
New +$45.7K ﹤0.01% 567

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B 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 $564B 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 $501B 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 $4.18B 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