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FWM
Frontier Wealth Management’s
WisdomTree Europe Hedged Equity Fund
HEDJ
Stock Holding History
Frontier 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
2020
Q1
–
Sell
-6,918
Closed
-$244K
–
309
2019
Q4
$244K
Buy
6,918
+294
+4%
+$10.1K
0.04%
257
2019
Q3
$223K
Hold
6,624
–
–
0.03%
273
2019
Q2
$219K
Hold
6,624
–
–
0.03%
267
2019
Q1
$212K
Buy
+6,624
New
+$203K
0.03%
328
2018
Q4
–
Sell
-6,624
Closed
-$209K
–
384
2018
Q3
$209K
Buy
+6,624
New
+$212K
0.02%
355
2017
Q4
–
Sell
-8,618
Closed
-$279K
–
369
2017
Q3
$279K
Hold
8,618
–
–
0.04%
303
2017
Q2
$269K
Hold
8,618
–
–
0.04%
310
2017
Q1
$271K
Hold
8,618
–
–
0.04%
313
2016
Q4
$247K
Hold
8,618
–
–
0.04%
316
2016
Q3
$232K
Buy
+8,618
New
+$228K
0.04%
319
2016
Q2
–
Sell
-9,278
Closed
-$241K
–
352
2016
Q1
$241K
Buy
9,278
+200
+2%
+$5.06K
0.02%
291
2015
Q4
$244K
Buy
9,078
+622
+7%
+$18.4K
0.04%
284
2015
Q3
$231K
Buy
+8,456
New
+$254K
0.04%
286
2015
Q2
–
Sell
-6,144
Closed
-$203K
–
367
2015
Q1
$203K
Buy
+6,144
New
+$190K
0.03%
283
Other funds holding HEDJ
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
P3I
Progeny 3 Inc
Kirkland, Washington
$1.87B AUM
30.4%
1-Year Est. Return
PVH
Psagot Value Holdings
Tel Aviv, Israel
$11M AUM
32.09%
1-Year Est. Return
G
GenTrust
Miami, Florida
$2.34B AUM
18.43%
1-Year Est. Return
PC
Permanens Capital
New York
$776M AUM
30.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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