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Nicholas Hoffman & Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Nicholas Hoffman & Company’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
Q1 		– Sell
-10,844
Closed -$315K – 155
2016
Q4 		$315K Buy
+10,844
New +$297K 0.16% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Nicholas Hoffman & Company's HEDJ Position: Q1 2017 in Review

Nicholas Hoffman & Company sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2017, closing a stake of 10,844 shares — an estimated $315K sold.

Nicholas Hoffman & Company first reported a position in HEDJ in Q4 2016 and held it in 1 quarter. The position peaked at $315K in Q4 2016. 311 funds tracked by Wall St. Rank hold HEDJ as of Q1 2017.

  • Nicholas Hoffman & Company reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 10,844 WisdomTree Europe Hedged Equity Fund shares in Q1 2017, an estimated $315K.
  • Nicholas Hoffman & Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 1 quarter.
  • Nicholas Hoffman & Company's WisdomTree Europe Hedged Equity Fund position peaked at $315K in Q4 2016.
  • 311 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2017.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2017, filed 9 May 2017.