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HM Payson & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

HM Payson & Co’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
2016
Q2 		– Sell
-8,590
Closed -$223K – 331
2016
Q1 		$223K Buy
8,590
+550
+7% +$13.9K 0.01% 289
2015
Q4 		$216K Buy
+8,040
New +$237K 0.01% 290

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

HM Payson & Co's HEDJ Position: Q2 2016 in Review

HM Payson & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 8,590 shares — an estimated $223K sold.

HM Payson & Co first reported a position in HEDJ in Q4 2015 and held it in 2 quarters. The position peaked at $223K in Q1 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

  • HM Payson & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
  • HM Payson & Co sold 8,590 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $223K.
  • HM Payson & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 2 quarters.
  • HM Payson & Co's WisdomTree Europe Hedged Equity Fund position peaked at $223K in Q1 2016.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on HM Payson & Co's 13F filing for Q2 2016, filed 8 Aug 2016.