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Jackson Grant Investment Advisers’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Jackson Grant Investment Advisers’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
Q3 		– Sell
-1,664
Closed -$52K – 213
2017
Q2 		$52K Buy
+1,664
New +$53.9K 0.04% 126

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jackson Grant Investment Advisers's HEDJ Position: Q3 2017 in Review

Jackson Grant Investment Advisers sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 1,664 shares — an estimated $52K sold.

Jackson Grant Investment Advisers first reported a position in HEDJ in Q2 2017 and held it in 1 quarter. The position peaked at $52K in Q2 2017. 304 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

  • Jackson Grant Investment Advisers reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 1,664 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $52K.
  • Jackson Grant Investment Advisers first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2017 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's WisdomTree Europe Hedged Equity Fund position peaked at $52K in Q2 2017.
  • 304 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2017, filed 14 Nov 2017.