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

LVW 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
2016
Q1 		– Sell
-52,396
Closed -$1.41M – 158
2015
Q4 		$1.41M Buy
52,396
+850
+2% +$25.1K 0.55% 40
2015
Q3 		$1.41M Hold
51,546
– – 0.65% 42
2015
Q2 		$1.59M Buy
51,546
+9,626
+23% +$314K 0.68% 42
2015
Q1 		$1.39M Buy
+41,920
New +$1.3M 0.66% 42

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 $7.56B AUM 23.82% 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

LVW Advisors's HEDJ Position: Q1 2016 in Review

LVW Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 52,396 shares — an estimated $1.41M sold.

LVW Advisors first reported a position in HEDJ in Q1 2015 and held it in 4 quarters. The position peaked at $1.59M in Q2 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

  • LVW Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
  • LVW Advisors sold 52,396 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $1.41M.
  • LVW Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 4 quarters.
  • LVW Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $1.59M in Q2 2015.
  • 327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on LVW Advisors's 13F filing for Q1 2016, filed 11 May 2016.