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Lenox Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Lenox Wealth Advisors’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
2020
Q4 		– Sell
-68
Closed -$2K – 640
2020
Q3 		$2K Buy
+68
New +$2.12K ﹤0.01% 515
2017
Q3 		– Sell
-3,010
Closed -$94K – 259
2017
Q2 		$94K Hold
3,010
– – 0.03% 38
2017
Q1 		$95K Hold
3,010
– – 0.03% 36
2016
Q4 		$86K Hold
3,010
– – 0.03% 42
2016
Q3 		$81K Hold
3,010
– – 0.02% 58
2016
Q2 		$76K Hold
3,010
– – 0.02% 64
2016
Q1 		$78K Hold
3,010
– – 0.02% 64
2015
Q4 		$81K Buy
+3,010
New +$88.8K 0.03% 61

Other funds holding HEDJ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return