JIR
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James Investment Research’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

James Investment Research’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
2014
Q2 		– Sell
-1,142
Closed -$32K – 516
2014
Q1 		$32K Hold
1,142
– – ﹤0.01% 408
2013
Q4 		$32K Hold
1,142
– – ﹤0.01% 399
2013
Q3 		$30K Buy
+1,142
New +$29.4K ﹤0.01% 397

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return

James Investment Research's HEDJ Position: Q2 2014 in Review

James Investment Research sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2014, closing a stake of 1,142 shares — an estimated $32K sold.

James Investment Research first reported a position in HEDJ in Q3 2013 and held it in 3 quarters. The position peaked at $32K in Q1 2014. 88 funds tracked by Wall St. Rank hold HEDJ as of Q2 2014.

  • James Investment Research reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
  • James Investment Research sold 1,142 WisdomTree Europe Hedged Equity Fund shares in Q2 2014, an estimated $32K.
  • James Investment Research first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2013 and held it in 3 quarters.
  • James Investment Research's WisdomTree Europe Hedged Equity Fund position peaked at $32K in Q1 2014.
  • 88 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2014.

Based on James Investment Research's 13F filing for Q2 2014, filed 22 Jul 2014.