JIC
HEDJ icon

Joel Isaacson & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Joel Isaacson & Co’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
2016
Q4 		– Sell
-6,446
Closed -$173K – 671
2016
Q3 		$173K Hold
6,446
– – 0.04% 177
2016
Q2 		$163K Hold
6,446
– – 0.03% 181
2016
Q1 		$167K Hold
6,446
– – 0.04% 187
2015
Q4 		$173K Hold
6,446
– – 0.04% 165
2015
Q3 		$176K Hold
6,446
– – 0.05% 158
2015
Q2 		$199K Hold
6,446
– – 0.05% 164
2015
Q1 		$213K Buy
+6,446
New +$200K 0.05% 159

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 $761B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return