Northwest & Ethical Investments’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Northwest & Ethical Investments’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 Q2	–	Sell	-37,600	Closed	-$1.18M	–	382
2017 Q1	$1.18M	Sell	37,600 -26,200	-41%	-$780K	0.08%	267
2016 Q4	$1.83M	Buy	+63,800	New	+$1.75M	0.13%	198
2015 Q2	–	Sell	-215,800	Closed	-$7.14M	–	226
2015 Q1	$7.14M	Buy	+215,800	New	+$6.69M	0.5%	52

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwest & Ethical Investments's HEDJ Position: Q2 2017 in Review

Northwest & Ethical Investments sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 37,600 shares — an estimated $1.18M sold.

Northwest & Ethical Investments first reported a position in HEDJ in Q1 2015 and held it in 3 quarters. The position peaked at $7.14M in Q1 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Northwest & Ethical Investments reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Northwest & Ethical Investments sold 37,600 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $1.18M.
Northwest & Ethical Investments first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 3 quarters.
Northwest & Ethical Investments's WisdomTree Europe Hedged Equity Fund position peaked at $7.14M in Q1 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Northwest & Ethical Investments's 13F filing for Q2 2017, filed 8 Jul 2025.