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Jacobus Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Jacobus Wealth Management’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 		$8.25M Buy
255,026
+5,050
+2% +$158K 2.16% 12
2017
Q2 		$7.79M Buy
249,976
+11,866
+5% +$384K 2.1% 13
2017
Q1 		$7.48M Buy
238,110
+2,992
+1% +$89.1K 2.1% 13
2016
Q4 		$6.75M Sell
235,118
-26,954
-10% -$737K 1.97% 15
2016
Q3 		$7.04M Sell
262,072
-1,260
-0.5% -$33.3K 2.05% 13
2016
Q2 		$6.65M Buy
263,332
+25,886
+11% +$672K 2.03% 13
2016
Q1 		$6.16M Sell
237,446
-15,502
-6% -$392K 1.8% 13
2015
Q4 		$6.81M Buy
252,948
+62,866
+33% +$1.86M 1.95% 12
2015
Q3 		$5.19M Buy
190,082
+19,518
+11% +$587K 1.51% 19
2015
Q2 		$5.25M Buy
170,564
+22,488
+15% +$735K 1.3% 20
2015
Q1 		$4.9M Buy
148,076
+32,190
+28% +$998K 1.26% 23
2014
Q4 		$3.22M Buy
115,886
+43,946
+61% +$1.24M 0.84% 30
2014
Q3 		$2.08M Buy
71,940
+22,350
+45% +$643K 0.57% 43
2014
Q2 		$1.45M Buy
+49,590
New +$1.44M 0.37% 57

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

Jacobus Wealth Management's HEDJ Position: Q3 2017 in Review

Jacobus Wealth Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 2% in Q3 2017, buying an estimated $158K and bringing the position to 255,026 shares worth $8.25M. The position accounts for 2.16% of the portfolio, ranked #12.

Jacobus Wealth Management first reported a position in HEDJ in Q2 2014 and has held it in 14 quarters since. 304 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

  • Jacobus Wealth Management held 255,026 shares of WisdomTree Europe Hedged Equity Fund worth $8.25M as of Q3 2017.
  • Jacobus Wealth Management bought 5,050 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $158K.
  • WisdomTree Europe Hedged Equity Fund made up 2.16% of Jacobus Wealth Management's portfolio in Q3 2017, its #12 holding.
  • Jacobus Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and has held it in 14 quarters since.
  • 304 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.