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

ProVise Management 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
2016
Q1 		– Sell
-8,480
Closed -$229K – 291
2015
Q4 		$229K Sell
8,480
-302
-3% -$8.91K 0.05% 249
2015
Q3 		$240K Buy
+8,782
New +$264K 0.06% 238

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

ProVise Management Group's HEDJ Position: Q1 2016 in Review

ProVise Management Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2016, closing a stake of 8,480 shares — an estimated $229K sold.

ProVise Management Group first reported a position in HEDJ in Q3 2015 and held it in 2 quarters. The position peaked at $240K in Q3 2015. 327 funds tracked by Wall St. Rank hold HEDJ as of Q1 2016.

  • ProVise Management Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
  • ProVise Management Group sold 8,480 WisdomTree Europe Hedged Equity Fund shares in Q1 2016, an estimated $229K.
  • ProVise Management Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 2 quarters.
  • ProVise Management Group's WisdomTree Europe Hedged Equity Fund position peaked at $240K in Q3 2015.
  • 327 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2016.

Based on ProVise Management Group's 13F filing for Q1 2016, filed 11 May 2016.