HR
HEDJ icon

Howe & Rusling’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Howe & Rusling’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
-548
Closed -$14K – 992
2016
Q1 		$14K Buy
+548
New +$13.9K ﹤0.01% 464

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

Howe & Rusling's HEDJ Position: Q2 2016 in Review

Howe & Rusling sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2016, closing a stake of 548 shares — an estimated $14K sold.

Howe & Rusling first reported a position in HEDJ in Q1 2016 and held it in 1 quarter. The position peaked at $14K in Q1 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q2 2016.

  • Howe & Rusling reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
  • Howe & Rusling sold 548 WisdomTree Europe Hedged Equity Fund shares in Q2 2016, an estimated $14K.
  • Howe & Rusling first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2016 and held it in 1 quarter.
  • Howe & Rusling's WisdomTree Europe Hedged Equity Fund position peaked at $14K in Q1 2016.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2016.

Based on Howe & Rusling's 13F filing for Q2 2016, filed 23 Aug 2016.