Stevens First Principles Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Stevens First Principles Investment Advisors’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
2018 Q1	–	Sell	-101,970	Closed	-$3.25M	–	171
2017 Q4	$3.25M	Buy	101,970 +3,760	+4%	+$122K	1.75%	22
2017 Q3	$3.18M	Buy	98,210 +1,090	+1%	+$34.2K	1.73%	23
2017 Q2	$3.03M	Buy	97,120 +34,254	+54%	+$1.11M	1.79%	22
2017 Q1	$1.97M	Buy	62,866 +56,770	+931%	+$1.69M	1.26%	31
2016 Q4	$175K	Buy	6,096 +5,350	+717%	+$146K	0.12%	67
2016 Q3	$20K	Buy	746 +200	+37%	+$5.29K	0.01%	115
2016 Q2	$14K	Hold	546	–	–	0.01%	113
2016 Q1	$14K	Buy	+546	New	+$13.8K	0.01%	112
2015 Q4	–	Sell	-193,730	Closed	-$5.29M	–	192
2015 Q3	$5.29M	Sell	193,730 -1,080	-0.6%	-$32.5K	4.23%	1
2015 Q2	$6M	Sell	194,810 -5,550	-3%	-$181K	3.88%	1
2015 Q1	$6.63M	Buy	200,360 +85,870	+75%	+$2.66M	4.28%	1
2014 Q4	$3.18M	Buy	114,490 +3,710	+3%	+$105K	2.1%	14
2014 Q3	$3.2M	Buy	110,780 +930	+0.8%	+$26.8K	1.79%	20
2014 Q2	$3.21M	Buy	109,850 +105,180	+2,252%	+$3.06M	1.76%	21
2014 Q1	$132K	Sell	4,670 -450	-9%	-$12.4K	0.09%	94
2013 Q4	$144K	Hold	5,120	–	–	0.09%	95
2013 Q3	$136K	Buy	5,120 +4,380	+592%	+$113K	0.08%	95
2013 Q2	$18K	Buy	+740	New	+$18.7K	0.01%	167

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stevens First Principles Investment Advisors's HEDJ Position: Q1 2018 in Review

Stevens First Principles Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 101,970 shares — an estimated $3.25M sold.

Stevens First Principles Investment Advisors first reported a position in HEDJ in Q2 2013 and held it in 18 quarters. The position peaked at $6.63M in Q1 2015. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Stevens First Principles Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 101,970 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $3.25M.
Stevens First Principles Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 18 quarters.
Stevens First Principles Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $6.63M in Q1 2015.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.