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WFG Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

WFG 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
2017
Q2 		$212K Buy
6,816
+474
+7% +$15.4K 0.05% 355
2017
Q1 		$199K Sell
6,342
-2,228
-26% -$66.3K 0.05% 340
2016
Q4 		$246K Buy
8,570
+392
+5% +$10.7K 0.06% 320
2016
Q3 		$220K Sell
8,178
-556
-6% -$14.7K 0.05% 345
2016
Q2 		$221K Sell
8,734
-864
-9% -$22.4K 0.06% 310
2016
Q1 		$249K Sell
9,598
-288
-3% -$7.29K 0.07% 261
2015
Q4 		$266K Sell
9,886
-1,564
-14% -$46.2K 0.08% 239
2015
Q3 		$313K Buy
11,450
+332
+3% +$9.98K 0.1% 209
2015
Q2 		$342K Buy
11,118
+6,920
+165% +$226K 0.09% 231
2015
Q1 		$139K Buy
+4,198
New +$130K 0.04% 442

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return