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

Acorn Wealth 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
2018 Q3	–	Sell	-2,362	Closed	-$74K	–	259
2018 Q2	$74K	Buy	2,362 +50	+2%	+$1.63K	0.06%	210
2018 Q1	$75K	Buy	2,312 +2	+0.1%	+$64	0.06%	201
2017 Q4	$76K	Buy	+2,310	New	+$75K	0.07%	197

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Acorn Wealth Advisors's HEDJ Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 2,362 shares — an estimated $74K sold.

Acorn Wealth Advisors first reported a position in HEDJ in Q4 2017 and held it in 3 quarters. The position peaked at $76K in Q4 2017. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

Acorn Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 2,362 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $74K.
Acorn Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $76K in Q4 2017.
275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.