Archford Capital Strategies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-156	Closed	-$5K	–	343
2019 Q2	$5K	Sell	156 -26	-14%	-$854	﹤0.01%	458
2019 Q1	$6K	Hold	182	–	–	﹤0.01%	414
2018 Q4	$5K	Sell	182 -18	-9%	-$533	﹤0.01%	403
2018 Q3	$6K	Sell	200 -12	-6%	-$385	﹤0.01%	432
2018 Q2	$7K	Sell	212 -22	-9%	-$717	﹤0.01%	442
2018 Q1	$7K	Buy	+234	New	+$7.47K	﹤0.01%	352
2017 Q2	–	Sell	-318	Closed	-$10K	–	364
2017 Q1	$10K	Sell	318 -76	-19%	-$2.26K	﹤0.01%	426
2016 Q4	$10K	Sell	394 -56	-12%	-$1.53K	﹤0.01%	371
2016 Q3	$11K	Buy	450 +12	+3%	+$317	﹤0.01%	365
2016 Q2	$11K	Buy	+438	New	+$11.4K	0.01%	380
2016 Q1	–	Sell	-564	Closed	-$16K	–	347
2015 Q4	$16K	Sell	564 -13,604	-96%	-$401K	0.01%	396
2015 Q3	$387K	Sell	14,168 -2,900	-17%	-$87.2K	0.29%	83
2015 Q2	$526K	Buy	17,068 +472	+3%	+$15.4K	0.38%	80
2015 Q1	$549K	Buy	+16,596	New	+$514K	0.38%	75

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Archford Capital Strategies's HEDJ Position: Q3 2019 in Review

Archford Capital Strategies sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 156 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in HEDJ in Q1 2015 and held it in 14 quarters. The position peaked at $549K in Q1 2015. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

Archford Capital Strategies reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 156 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $5K.
Archford Capital Strategies first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 14 quarters.
Archford Capital Strategies's WisdomTree Europe Hedged Equity Fund position peaked at $549K in Q1 2015.
246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.