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

Lenox Wealth 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
2016
Q1 		– Sell
-2,786
Closed -$75K – 248
2015
Q4 		$75K Buy
+2,786
New +$82.2K 0.06% 86

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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Lenox Wealth Management's HEDJ Position: Q1 2016 in Review

Lenox Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 2,786 shares — an estimated $75K sold.

Lenox Wealth Management first reported a position in HEDJ in Q4 2015 and held it in 1 quarter. The position peaked at $75K in Q4 2015. 326 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

  • Lenox Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Management sold 2,786 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $75K.
  • Lenox Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $75K in Q4 2015.
  • 326 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Lenox Wealth Management's 13F filing for Q1 2016, filed 13 May 2016.