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National Planning Corporation’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

National Planning Corporation’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
-6,556
Closed -$212K – 272
2017
Q3 		$212K Sell
6,556
-484
-7% -$15.2K 0.02% 617
2017
Q2 		$221K Sell
7,040
-544
-7% -$17.6K 0.02% 640
2017
Q1 		$238K Sell
7,584
-162
-2% -$4.82K 0.02% 583
2016
Q4 		$224K Sell
7,746
-6,546
-46% -$179K 0.02% 588
2016
Q3 		$382K Sell
14,292
-16,900
-54% -$447K 0.03% 422
2016
Q2 		$805K Buy
31,192
+196
+0.6% +$5.09K 0.06% 283
2016
Q1 		$800K Sell
30,996
-8,150
-21% -$206K 0.07% 271
2015
Q4 		$966K Sell
39,146
-28,922
-42% -$854K 0.08% 254
2015
Q3 		$2.1M Sell
68,068
-208
-0.3% -$6.25K 0.19% 115
2015
Q2 		$2.19M Buy
68,276
+30,518
+81% +$997K 0.2% 112
2015
Q1 		$1.21M Buy
37,758
+32,960
+687% +$1.02M 0.11% 188
2014
Q4 		$132K Buy
+4,798
New +$136K 0.01% 818

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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 $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

National Planning Corporation's HEDJ Position: Q4 2017 in Review

National Planning Corporation sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 6,556 shares — an estimated $212K sold.

National Planning Corporation first reported a position in HEDJ in Q4 2014 and held it in 12 quarters. The position peaked at $2.19M in Q2 2015. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

  • National Planning Corporation reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 6,556 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $212K.
  • National Planning Corporation first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 12 quarters.
  • National Planning Corporation's WisdomTree Europe Hedged Equity Fund position peaked at $2.19M in Q2 2015.
  • 335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.