GWM
HEDJ icon

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

Greenwich 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
2014
Q4 		– Sell
-12,728
Closed -$368K – 172
2014
Q3 		$368K Buy
+12,728
New +$366K 0.02% 147

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Greenwich Wealth Management's HEDJ Position: Q4 2014 in Review

Greenwich Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2014, closing a stake of 12,728 shares — an estimated $368K sold.

Greenwich Wealth Management first reported a position in HEDJ in Q3 2014 and held it in 1 quarter. The position peaked at $368K in Q3 2014. 186 funds tracked by Wall St. Rank hold HEDJ as of Q4 2014.

  • Greenwich Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2014 after selling out during the quarter.
  • Greenwich Wealth Management sold 12,728 WisdomTree Europe Hedged Equity Fund shares in Q4 2014, an estimated $368K.
  • Greenwich Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 1 quarter.
  • Greenwich Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $368K in Q3 2014.
  • 186 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2014.

Based on Greenwich Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.