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Ronald Blue & Co’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ronald Blue & Co’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
-91,074
Closed -$2.49M – 238
2015
Q3 		$2.49M Buy
+91,074
New +$2.74M 0.13% 26

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

Ronald Blue & Co's HEDJ Position: Q4 2015 in Review

Ronald Blue & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2015, closing a stake of 91,074 shares — an estimated $2.49M sold.

Ronald Blue & Co first reported a position in HEDJ in Q3 2015 and held it in 1 quarter. The position peaked at $2.49M in Q3 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

  • Ronald Blue & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 91,074 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $2.49M.
  • Ronald Blue & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and held it in 1 quarter.
  • Ronald Blue & Co's WisdomTree Europe Hedged Equity Fund position peaked at $2.49M in Q3 2015.
  • 385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.