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Wisdomtree Tr intl hedge eqt shares owned by Convergent Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Tr intl hedge eqt (HEDJ) shares owned by Convergent Wealth Advisors from 13F filings

Historical chart of Convergent Wealth Advisors investment in Wisdomtree Tr intl hedge eqt

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr intl hedge eqt held by Convergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr intl hedge eqt by Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $1.2M 21k 54.63
2015-06-30 $1.3M 21k 61.59
2015-03-31 $377k 5.7k 66.11

More positions owned by Convergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding Wisdomtree Tr intl hedge eqt

Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
Schroder Investment Management Group
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Permanens Capital
Rockefeller Capital Management
Stratos Wealth Partners
Jane Street
Private Portfolio Partners
Azimuth Capital Investment Management
Hallmark Capital Management
CWM

View all funds holding Wisdomtree Tr intl hedge eqt