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Janney Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Janney Capital 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
2019
Q3 		– Sell
-1,868,818
Closed -$61.8M – 213
2019
Q2 		$61.8M Sell
1,868,818
-93,416
-5% -$3.07M 3.36% 3
2019
Q1 		$62.7M Sell
1,962,234
-131,522
-6% -$4.03M 3.27% 3
2018
Q4 		$59.1M Sell
2,093,756
-228,766
-10% -$6.78M 3.19% 3
2018
Q3 		$73.4M Sell
2,322,522
-531,300
-19% -$17M 3.19% 4
2018
Q2 		$90.1M Sell
2,853,822
-1,594,940
-36% -$52M 3.97% 2
2018
Q1 		$140M Sell
4,448,762
-69,978
-2% -$2.23M 6.08% 1
2017
Q4 		$144M Sell
4,518,740
-112,646
-2% -$3.66M 6.14% 1
2017
Q3 		$150M Buy
4,631,386
+1,291,506
+39% +$40.5M 6.46% 1
2017
Q2 		$104M Sell
3,339,880
-80,134
-2% -$2.6M 4.91% 2
2017
Q1 		$107M Buy
3,420,014
+544,430
+19% +$16.2M 4.96% 2
2016
Q4 		$82.5M Buy
2,875,584
+414,074
+17% +$11.3M 3.79% 2
2016
Q3 		$66.1M Sell
2,461,510
-79,082
-3% -$2.09M 2.99% 2
2016
Q2 		$64.2M Sell
2,540,592
-1,237,640
-33% -$32.1M 3.4% 1
2016
Q1 		$98.1M Sell
3,778,232
-118,934
-3% -$3.01M 5.28% 1
2015
Q4 		$105M Buy
3,897,166
+830,710
+27% +$24.5M 4.62% 1
2015
Q3 		$83.8M Sell
3,066,456
-304
-0% -$9.14K 3.8% 1
2015
Q2 		$94.4M Sell
3,066,760
-3,662
-0.1% -$120K 4.04% 1
2015
Q1 		$102M Buy
3,070,422
+2,616,360
+576% +$81.1M 3.4% 1
2014
Q4 		$12.6M Buy
+454,062
New +$12.8M 0.73% 66

Other funds holding HEDJ

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Janney Capital Management's HEDJ Position: Q3 2019 in Review

Janney Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 1,868,818 shares — an estimated $61.8M sold.

Janney Capital Management first reported a position in HEDJ in Q4 2014 and held it in 19 quarters. The position peaked at $150M in Q3 2017. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

  • Janney Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Janney Capital Management sold 1,868,818 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $61.8M.
  • Janney Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 19 quarters.
  • Janney Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $150M in Q3 2017.
  • 246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Janney Capital Management's 13F filing for Q3 2019, filed 28 Oct 2019.