Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2018 Q2	–	Sell	-1,040	Closed	-$33K	–	692
2018 Q1	$33K	Buy	+1,040	New	+$33.2K	﹤0.01%	485
2016 Q3	–	Sell	-240	Closed	-$6K	–	616
2016 Q2	$6K	Hold	240	–	–	﹤0.01%	580
2016 Q1	$6K	Hold	240	–	–	﹤0.01%	564
2015 Q4	$6K	Hold	240	–	–	﹤0.01%	587
2015 Q3	$7K	Hold	240	–	–	﹤0.01%	565
2015 Q2	$7K	Buy	+240	New	+$7.84K	﹤0.01%	565

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HEDJ Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 1,040 shares — an estimated $33K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HEDJ in Q2 2015 and held it in 6 quarters. The position peaked at $33K in Q1 2018. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,040 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $33K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $33K in Q1 2018.
296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.