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Fragasso Financial Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Fragasso Financial Advisors’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
Q1 		– Sell
-417,860
Closed -$11.6M – 53
2014
Q4 		$11.6M Buy
+417,860
New +$11.8M 9.85% 2

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 $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Fragasso Financial Advisors's HEDJ Position: Q1 2015 in Review

Fragasso Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2015, closing a stake of 417,860 shares — an estimated $11.6M sold.

Fragasso Financial Advisors first reported a position in HEDJ in Q4 2014 and held it in 1 quarter. The position peaked at $11.6M in Q4 2014. 351 funds tracked by Wall St. Rank hold HEDJ as of Q1 2015.

  • Fragasso Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2015 after selling out during the quarter.
  • Fragasso Financial Advisors sold 417,860 WisdomTree Europe Hedged Equity Fund shares in Q1 2015, an estimated $11.6M.
  • Fragasso Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 1 quarter.
  • Fragasso Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $11.6M in Q4 2014.
  • 351 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2015.

Based on Fragasso Financial Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.