IWP
HEDJ icon

Icon Wealth Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Icon Wealth Partners’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
2018
Q1 		– Sell
-1,864
Closed -$59K – 452
2017
Q4 		$59K Buy
+1,864
New +$60.6K 0.03% 376

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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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Icon Wealth Partners's HEDJ Position: Q1 2018 in Review

Icon Wealth Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 1,864 shares — an estimated $59K sold.

Icon Wealth Partners first reported a position in HEDJ in Q4 2017 and held it in 1 quarter. The position peaked at $59K in Q4 2017. 305 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

  • Icon Wealth Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 1,864 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $59K.
  • Icon Wealth Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's WisdomTree Europe Hedged Equity Fund position peaked at $59K in Q4 2017.
  • 305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.