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Welch & Forbes’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Welch & Forbes’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
-148,760
Closed -$4.74M – 361
2017
Q4 		$4.74M Sell
148,760
-5,060
-3% -$164K 0.13% 125
2017
Q3 		$4.98M Sell
153,820
-6,600
-4% -$207K 0.13% 132
2017
Q2 		$5M Buy
160,420
+9,030
+6% +$292K 0.14% 126
2017
Q1 		$4.75M Buy
151,390
+13,850
+10% +$412K 0.14% 127
2016
Q4 		$3.95M Buy
137,540
+13,940
+11% +$381K 0.12% 135
2016
Q3 		$3.32M Sell
123,600
-1,600
-1% -$42.3K 0.11% 121
2016
Q2 		$3.16M Buy
125,200
+14,454
+13% +$375K 0.1% 134
2016
Q1 		$2.88M Buy
110,746
+6,730
+6% +$170K 0.09% 136
2015
Q4 		$2.8M Sell
104,016
-1,734
-2% -$51.2K 0.09% 136
2015
Q3 		$2.89M Buy
105,750
+10,386
+11% +$312K 0.1% 144
2015
Q2 		$2.94M Buy
95,364
+4,210
+5% +$138K 0.09% 148
2015
Q1 		$3.01M Buy
+91,154
New +$2.83M 0.09% 148

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Welch & Forbes's HEDJ Position: Q1 2018 in Review

Welch & Forbes sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 148,760 shares — an estimated $4.74M sold.

Welch & Forbes first reported a position in HEDJ in Q1 2015 and held it in 12 quarters. The position peaked at $5M in Q2 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

  • Welch & Forbes reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • Welch & Forbes sold 148,760 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $4.74M.
  • Welch & Forbes first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 12 quarters.
  • Welch & Forbes's WisdomTree Europe Hedged Equity Fund position peaked at $5M in Q2 2017.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Welch & Forbes's 13F filing for Q1 2018, filed 12 Apr 2018.