RBC
HEDJ icon

Roble Belko & Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Roble Belko & 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
Q3 		– Sell
-396
Closed -$12K – 297
2017
Q2 		$12K Hold
396
– – 0.01% 173
2017
Q1 		$12K Hold
396
– – 0.01% 176
2016
Q4 		$11K Buy
+396
New +$10.8K 0.01% 198
2016
Q2 		– Sell
-652
Closed -$17K – 281
2016
Q1 		$17K Buy
+652
New +$16.5K 0.01% 140

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Roble Belko & Company's HEDJ Position: Q3 2017 in Review

Roble Belko & Company sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2017, closing a stake of 396 shares — an estimated $12K sold.

Roble Belko & Company first reported a position in HEDJ in Q1 2016 and held it in 4 quarters. The position peaked at $17K in Q1 2016. 305 funds tracked by Wall St. Rank hold HEDJ as of Q3 2017.

  • Roble Belko & Company reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
  • Roble Belko & Company sold 396 WisdomTree Europe Hedged Equity Fund shares in Q3 2017, an estimated $12K.
  • Roble Belko & Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2016 and held it in 4 quarters.
  • Roble Belko & Company's WisdomTree Europe Hedged Equity Fund position peaked at $17K in Q1 2016.
  • 305 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2017.

Based on Roble Belko & Company's 13F filing for Q3 2017, filed 8 Nov 2017.