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Legacy Private Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Legacy Private Trust’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
Q3 		– Sell
-51,072
Closed -$1.49M – 260
2014
Q2 		$1.49M Buy
+51,072
New +$1.49M 0.23% 110

Other funds holding HEDJ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Private Trust's HEDJ Position: Q3 2014 in Review

Legacy Private Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2014, closing a stake of 51,072 shares — an estimated $1.49M sold.

Legacy Private Trust first reported a position in HEDJ in Q2 2014 and held it in 1 quarter. The position peaked at $1.49M in Q2 2014. 111 funds tracked by Wall St. Rank hold HEDJ as of Q3 2014.

  • Legacy Private Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Legacy Private Trust sold 51,072 WisdomTree Europe Hedged Equity Fund shares in Q3 2014, an estimated $1.49M.
  • Legacy Private Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 1 quarter.
  • Legacy Private Trust's WisdomTree Europe Hedged Equity Fund position peaked at $1.49M in Q2 2014.
  • 111 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2014.

Based on Legacy Private Trust's 13F filing for Q3 2014, filed 14 Oct 2014.