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Fiduciary Trust International’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Fiduciary Trust International’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
2020
Q1 		– Sell
-15,750
Closed -$556K – 148
2019
Q4 		$556K Hold
15,750
– – 0.09% 107
2019
Q3 		$530K Buy
15,750
+3,750
+31% +$123K 0.11% 98
2019
Q2 		$397K Sell
12,000
-6,750
-36% -$222K 0.09% 98
2019
Q1 		$588K Hold
18,750
– – 0.15% 66
2018
Q4 		$529K Buy
18,750
+6,750
+56% +$200K 0.16% 68
2018
Q3 		$379K Sell
12,000
-6,750
-36% -$216K 0.11% 79
2018
Q2 		$592K Hold
18,750
– – 0.18% 68
2018
Q1 		$588K Sell
18,750
-4,800
-20% -$153K 0.15% 68
2017
Q4 		$750K Hold
23,550
– – 0.19% 61
2017
Q3 		$762K Sell
23,550
-2,250
-9% -$70.5K 0.2% 61
2017
Q2 		$804K Buy
25,800
+9,000
+54% +$292K 0.21% 55
2017
Q1 		$528K Hold
16,800
– – 0.18% 49
2016
Q4 		$482K Buy
16,800
+9,000
+115% +$246K 0.17% 51
2016
Q3 		$210K Sell
7,800
-9,000
-54% -$238K 0.18% 49
2016
Q2 		$424K Buy
+16,800
New +$436K 0.14% 52
2016
Q1 		– Sell
-24,100
Closed -$648K – 84
2015
Q4 		$648K Hold
24,100
– – 0.21% 50
2015
Q3 		$659K Buy
24,100
+3,300
+16% +$99.2K 0.22% 51
2015
Q2 		$641K Buy
20,800
+4,000
+24% +$131K 0.2% 57
2015
Q1 		$556K Buy
16,800
+7,550
+82% +$234K 0.16% 62
2014
Q4 		$257K Sell
9,250
-950
-9% -$26.9K 0.07% 115
2014
Q3 		$295K Buy
+10,200
New +$293K 0.09% 104

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Fiduciary Trust International's HEDJ Position: Q1 2020 in Review

Fiduciary Trust International sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 15,750 shares — an estimated $556K sold.

Fiduciary Trust International first reported a position in HEDJ in Q3 2014 and held it in 21 quarters. The position peaked at $804K in Q2 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

  • Fiduciary Trust International reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Trust International sold 15,750 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $556K.
  • Fiduciary Trust International first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 21 quarters.
  • Fiduciary Trust International's WisdomTree Europe Hedged Equity Fund position peaked at $804K in Q2 2017.
  • 230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on Fiduciary Trust International's 13F filing for Q1 2020, filed 7 May 2020.