Loomis, Sayles & Company
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Loomis, Sayles & Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Loomis, Sayles & Company’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
2017
Q4 		– Sell
-126,636
Closed -$4.1M – 882
2017
Q3 		$4.1M Buy
+126,636
New +$3.97M 0.01% 532

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Loomis, Sayles & Company's HEDJ Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 126,636 shares — an estimated $4.1M sold.

Loomis, Sayles & Company first reported a position in HEDJ in Q3 2017 and held it in 1 quarter. The position peaked at $4.1M in Q3 2017. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 126,636 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $4.1M.
  • Loomis, Sayles & Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2017 and held it in 1 quarter.
  • Loomis, Sayles & Company's WisdomTree Europe Hedged Equity Fund position peaked at $4.1M in Q3 2017.
  • 335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.