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

Searle & 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
Q3 		– Sell
-1,600
Closed -$49K – 166
2015
Q2 		$49K Buy
+1,600
New +$52.3K 0.04% 173

Other funds holding HEDJ

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Searle & Co's HEDJ Position: Q3 2015 in Review

Searle & Co sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 1,600 shares — an estimated $49K sold.

Searle & Co first reported a position in HEDJ in Q2 2015 and held it in 1 quarter. The position peaked at $49K in Q2 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

  • Searle & Co reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 1,600 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $49K.
  • Searle & Co first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 1 quarter.
  • Searle & Co's WisdomTree Europe Hedged Equity Fund position peaked at $49K in Q2 2015.
  • 380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.