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Mosaic Family Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Mosaic Family Wealth’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
-526
Closed -$14K – 814
2015
Q4 		$14K Buy
+526
New +$15.5K 0.01% 488

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mosaic Family Wealth's HEDJ Position: Q1 2016 in Review

Mosaic Family Wealth sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 526 shares — an estimated $14K sold.

Mosaic Family Wealth first reported a position in HEDJ in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

  • Mosaic Family Wealth reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 526 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $14K.
  • Mosaic Family Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 1 quarter.
  • Mosaic Family Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $14K in Q4 2015.
  • 327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on Mosaic Family Wealth's 13F filing for Q1 2016, filed 12 May 2016.