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Tanglewood Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Tanglewood Wealth Management’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
-12,514
Closed -$385K – 10
2015
Q2 		$385K Buy
+12,514
New +$409K 0.17% 8

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tanglewood Wealth Management's HEDJ Position: Q3 2015 in Review

Tanglewood Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 12,514 shares — an estimated $385K sold.

Tanglewood Wealth Management first reported a position in HEDJ in Q2 2015 and held it in 1 quarter. The position peaked at $385K in Q2 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

  • Tanglewood Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
  • Tanglewood Wealth Management sold 12,514 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $385K.
  • Tanglewood Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and held it in 1 quarter.
  • Tanglewood Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $385K in Q2 2015.
  • 380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Tanglewood Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.