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

Arkadios 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
2021 Q4	–	Sell	-748	Closed	-$28K	–	1081
2021 Q3	$28K	Hold	748	–	–	﹤0.01%	1090
2021 Q2	$28K	Buy	748 +10	+1%	+$377	﹤0.01%	1142
2021 Q1	$26K	Buy	+738	New	+$25.4K	﹤0.01%	894
2020 Q3	–	Sell	-732	Closed	-$22.8K	–	1051
2020 Q2	$22.9K	Buy	732 +6	+0.8%	+$171	0.01%	519
2020 Q1	$18.6K	Buy	726 +2	+0.3%	+$64	0.01%	502
2019 Q4	$25.9K	Buy	+724	New	+$25K	0.02%	416

Other funds holding HEDJ

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

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

Permanens Capital New York $972M AUM 27.73% 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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arkadios Wealth Advisors's HEDJ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2021, closing a stake of 748 shares — an estimated $28K sold.

Arkadios Wealth Advisors first reported a position in HEDJ in Q4 2019 and held it in 6 quarters. The position peaked at $28K in Q3 2021. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

Arkadios Wealth Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 748 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $28K.
Arkadios Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $28K in Q3 2021.
203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.