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USCA RIA’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

USCA RIA’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
-14,134
Closed -$450K – 447
2017
Q4 		$450K Hold
14,134
– – 0.05% 312
2017
Q3 		$440K Hold
14,134
– – 0.06% 301
2017
Q2 		$440K Buy
14,134
+200
+1% +$6.48K 0.06% 302
2017
Q1 		$438K Sell
13,934
-702
-5% -$20.9K 0.06% 284
2016
Q4 		$420K Sell
14,636
-1,130
-7% -$30.9K 0.06% 276
2016
Q3 		$424K Sell
15,766
-46,154
-75% -$1.22M 0.07% 267
2016
Q2 		$1.56M Buy
61,920
+37,326
+152% +$969K 0.26% 113
2016
Q1 		$638K Sell
24,594
-1,796
-7% -$45.5K 0.12% 182
2015
Q4 		$710K Buy
26,390
+896
+4% +$26.4K 0.15% 169
2015
Q3 		$697K Buy
25,494
+2,812
+12% +$84.6K 0.18% 156
2015
Q2 		$698K Buy
22,682
+1,220
+6% +$39.8K 0.19% 150
2015
Q1 		$710K Buy
21,462
+2,402
+13% +$74.5K 0.19% 140
2014
Q4 		$530K Buy
19,060
+2,110
+12% +$59.7K 0.15% 162
2014
Q3 		$490K Buy
16,950
+2,502
+17% +$72K 0.15% 168
2014
Q2 		$422K Buy
14,448
+1,710
+13% +$49.8K 0.14% 169
2014
Q1 		$360K Buy
12,738
+202
+2% +$5.58K 0.13% 178
2013
Q4 		$352K Buy
12,536
+722
+6% +$19.6K 0.14% 178
2013
Q3 		$314K Buy
11,814
+602
+5% +$15.5K 0.14% 175
2013
Q2 		$269K Buy
+11,212
New +$283K 0.14% 186

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fifth Third Bancorp
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

USCA RIA's HEDJ Position: Q1 2018 in Review

USCA RIA sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 14,134 shares — an estimated $450K sold.

USCA RIA first reported a position in HEDJ in Q2 2013 and held it in 19 quarters. The position peaked at $1.56M in Q2 2016. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

  • USCA RIA reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • USCA RIA sold 14,134 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $450K.
  • USCA RIA first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 19 quarters.
  • USCA RIA's WisdomTree Europe Hedged Equity Fund position peaked at $1.56M in Q2 2016.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on USCA RIA's 13F filing for Q1 2018, filed 9 May 2018.