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Gerald L. Ray & Associates’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Gerald L. Ray & Associates’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 		$2.68M Buy
82,880
+450
+0.5% +$14.1K 0.33% 73
2017
Q2 		$2.57M Buy
82,430
+31,130
+61% +$1.01M 0.33% 72
2017
Q1 		$1.61M Sell
51,300
-1,600
-3% -$47.6K 0.22% 105
2016
Q4 		$1.52M Hold
52,900
– – 0.22% 102
2016
Q3 		$1.42M Sell
52,900
-3,900
-7% -$103K 0.21% 106
2016
Q2 		$1.44M Buy
56,800
+750
+1% +$19.5K 0.23% 97
2016
Q1 		$1.46M Sell
56,050
-706
-1% -$17.9K 0.24% 89
2015
Q4 		$1.53M Buy
56,756
+7,350
+15% +$217K 0.24% 87
2015
Q3 		$1.35M Sell
49,406
-750
-1% -$22.6K 0.23% 95
2015
Q2 		$1.54M Buy
50,156
+5,200
+12% +$170K 0.23% 97
2015
Q1 		$1.49M Buy
44,956
+16,700
+59% +$518K 0.22% 102
2014
Q4 		$786K Buy
28,256
+700
+3% +$19.8K 0.12% 153
2014
Q3 		$796K Buy
27,556
+2,756
+11% +$79.3K 0.13% 141
2014
Q2 		$725K Buy
+24,800
New +$722K 0.12% 154

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Gerald L. Ray & Associates's HEDJ Position: Q3 2017 in Review

Gerald L. Ray & Associates increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.55% in Q3 2017, buying an estimated $14.1K and bringing the position to 82,880 shares worth $2.68M. The position accounts for 0.33% of the portfolio, ranked #73.

Gerald L. Ray & Associates first reported a position in HEDJ in Q2 2014 and has held it in 14 quarters since. 304 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

  • Gerald L. Ray & Associates held 82,880 shares of WisdomTree Europe Hedged Equity Fund worth $2.68M as of Q3 2017.
  • Gerald L. Ray & Associates bought 450 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $14.1K.
  • WisdomTree Europe Hedged Equity Fund made up 0.33% of Gerald L. Ray & Associates's portfolio in Q3 2017, its #73 holding.
  • Gerald L. Ray & Associates first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and has held it in 14 quarters since.
  • 304 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Gerald L. Ray & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.