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NC
NewSquare Capital’s
WisdomTree Europe Hedged Equity Fund
HEDJ
Stock Holding History
NewSquare Capital’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
-1,742
Closed
-$55K
–
344
2017
Q4
$55K
Hold
1,742
–
–
0.01%
148
2017
Q3
$56K
Buy
+1,742
New
+$54.6K
0.01%
132
2016
Q3
–
Sell
-13,134
Closed
-$332K
–
477
2016
Q2
$332K
Buy
13,134
+5,826
+80%
+$151K
0.08%
110
2016
Q1
$190K
Buy
7,308
+2,130
+41%
+$53.9K
0.05%
123
2015
Q4
$139K
Buy
5,178
+1,608
+45%
+$47.5K
0.04%
119
2015
Q3
$98K
Buy
3,570
+650
+22%
+$19.5K
0.03%
124
2015
Q2
$90K
Buy
2,920
+2,840
+3,550%
+$92.8K
0.03%
129
2015
Q1
$3K
Buy
+80
New
+$2.48K
﹤0.01%
260
Other funds holding HEDJ
Goldman Sachs
New York
$761B 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
$564B 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
$6.46B AUM
18.45%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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