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

Patten 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
2019
Q1 		– Sell
-5,290
Closed -$149K – 342
2018
Q4 		$149K Sell
5,290
-8,440
-61% -$250K 0.07% 190
2018
Q3 		$434K Sell
13,730
-570
-4% -$18.3K 0.17% 130
2018
Q2 		$451K Hold
14,300
– – 0.18% 122
2018
Q1 		$448K Hold
14,300
– – 0.18% 123
2017
Q4 		$456K Sell
14,300
-10
-0.1% -$325 0.18% 128
2017
Q3 		$463K Buy
14,310
+200
+1% +$6.27K 0.19% 124
2017
Q2 		$445K Sell
14,110
-566
-4% -$18.3K 0.18% 125
2017
Q1 		$463K Sell
14,676
-674
-4% -$20.1K 0.2% 108
2016
Q4 		$448K Buy
15,350
+1,688
+12% +$46.2K 0.2% 107
2016
Q3 		$365K Sell
13,662
-1,880
-12% -$49.7K 0.17% 125
2016
Q2 		$393K Sell
15,542
-2,560
-14% -$66.5K 0.18% 117
2016
Q1 		$470K Sell
18,102
-424
-2% -$10.7K 0.22% 103
2015
Q4 		$498K Buy
18,526
+3,734
+25% +$110K 0.24% 97
2015
Q3 		$404K Buy
14,792
+82
+0.6% +$2.47K 0.21% 106
2015
Q2 		$453K Sell
14,710
-3,220
-18% -$105K 0.22% 103
2015
Q1 		$593K Buy
17,930
+2,480
+16% +$76.9K 0.3% 94
2014
Q4 		$430K Buy
+15,450
New +$437K 0.21% 114

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Patten Group's HEDJ Position: Q1 2019 in Review

Patten Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 5,290 shares — an estimated $149K sold.

Patten Group first reported a position in HEDJ in Q4 2014 and held it in 17 quarters. The position peaked at $593K in Q1 2015. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

  • Patten Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 5,290 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $149K.
  • Patten Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and held it in 17 quarters.
  • Patten Group's WisdomTree Europe Hedged Equity Fund position peaked at $593K in Q1 2015.
  • 260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.