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

Forward 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
2017
Q3 		– Sell
-172,218
Closed -$5.37M – 216
2017
Q2 		$5.37M Buy
+172,218
New +$5.58M 0.46% 35

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Forward Management's HEDJ Position: Q3 2017 in Review

Forward Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 172,218 shares — an estimated $5.37M sold.

Forward Management first reported a position in HEDJ in Q2 2017 and held it in 1 quarter. The position peaked at $5.37M in Q2 2017. 305 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

  • Forward Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
  • Forward Management sold 172,218 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $5.37M.
  • Forward Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2017 and held it in 1 quarter.
  • Forward Management's WisdomTree Europe Hedged Equity Fund position peaked at $5.37M in Q2 2017.
  • 305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Forward Management's 13F filing for Q3 2017, filed 2 Nov 2017.