ArchPoint Investors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

ArchPoint Investors’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
2020 Q1	–	Sell	-1,400	Closed	-$49K	–	140
2019 Q4	$49K	Hold	1,400	–	–	0.02%	117
2019 Q3	$47K	Hold	1,400	–	–	0.02%	111
2019 Q2	$46K	Hold	1,400	–	–	0.01%	111
2019 Q1	$45K	Sell	1,400 -112,400	-99%	-$3.44M	0.01%	113
2018 Q4	$3.21M	Hold	113,800	–	–	1.11%	20
2018 Q3	$3.6M	Sell	113,800 -337,000	-75%	-$10.8M	0.98%	23
2018 Q2	$14.2M	Hold	450,800	–	–	4.1%	6
2018 Q1	$14.1M	Hold	450,800	–	–	4.17%	4
2017 Q4	$14.4M	Hold	450,800	–	–	4.48%	4
2017 Q3	$14.6M	Hold	450,800	–	–	4.65%	4
2017 Q2	$14M	Sell	450,800 -200	-0%	-$6.48K	4.47%	4
2017 Q1	$14.2M	Buy	451,000 +42,000	+10%	+$1.25M	5.32%	4
2016 Q4	$11.7M	Buy	409,000 +240,000	+142%	+$6.56M	6.9%	3
2016 Q3	$4.54M	Hold	169,000	–	–	2.59%	10
2016 Q2	$4.27M	Buy	+169,000	New	+$4.39M	2.44%	12

Other funds holding HEDJ

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

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

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

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

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

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

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

PVH

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

ArchPoint Investors's HEDJ Position: Q1 2020 in Review

ArchPoint Investors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2020, closing a stake of 1,400 shares — an estimated $49K sold.

ArchPoint Investors first reported a position in HEDJ in Q2 2016 and held it in 15 quarters. The position peaked at $14.6M in Q3 2017. 230 funds tracked by Wall St. Rank hold HEDJ as of Q1 2020.

ArchPoint Investors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
ArchPoint Investors sold 1,400 WisdomTree Europe Hedged Equity Fund shares in Q1 2020, an estimated $49K.
ArchPoint Investors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 15 quarters.
ArchPoint Investors's WisdomTree Europe Hedged Equity Fund position peaked at $14.6M in Q3 2017.
230 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2020.

Based on ArchPoint Investors's 13F filing for Q1 2020, filed 13 May 2020.