Morgens Waterfall Vintiadis & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Morgens Waterfall Vintiadis & Co’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 Q1	–	Sell	-10,000	Closed	-$319K	–	67
2017 Q4	$319K	Sell	10,000 -16,000	-62%	-$520K	0.25%	56
2017 Q3	$841K	Buy	+26,000	New	+$815K	0.71%	36

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's HEDJ Position: Q1 2017 in Review

Morgens Waterfall Vintiadis & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2017, closing a stake of 23,000 shares — an estimated $660K sold.

Morgens Waterfall Vintiadis & Co first reported a position in HEDJ in Q1 2015 and held it in 2 quarters. The position peaked at $992K in Q1 2015. 311 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

Morgens Waterfall Vintiadis & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Morgens Waterfall Vintiadis & Co sold 23,000 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $660K.
Morgens Waterfall Vintiadis & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 2 quarters.
Morgens Waterfall Vintiadis & Co's WisdomTree Europe Hedged Equity Fund position peaked at $992K in Q1 2015.
311 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2017, filed 15 May 2017.