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IBEX Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

IBEX Wealth Advisors’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
Q1 		– Sell
-312
Closed -$9K – 193
2016
Q4 		$9K Buy
+312
New +$8.53K ﹤0.01% 300

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

IBEX Wealth Advisors's HEDJ Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2017, closing a stake of 312 shares — an estimated $9K sold.

IBEX Wealth Advisors first reported a position in HEDJ in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 311 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 312 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $9K.
  • IBEX Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $9K in Q4 2016.
  • 311 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.