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Pacific Financial Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Pacific Financial Group’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
2015
Q4 		– Sell
-310
Closed -$8K – 63
2015
Q3 		$8K Buy
+310
New +$9.32K 0.01% 60

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Pacific Financial Group's HEDJ Position: Q4 2015 in Review

Pacific Financial Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 310 shares — an estimated $8K sold.

Pacific Financial Group first reported a position in HEDJ in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

  • Pacific Financial Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Pacific Financial Group sold 310 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $8K.
  • Pacific Financial Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 1 quarter.
  • Pacific Financial Group's WisdomTree Europe Hedged Equity Fund position peaked at $8K in Q3 2015.
  • 385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Pacific Financial Group's 13F filing for Q4 2015, filed 22 Jan 2016.