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Ashfield Capital Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ashfield Capital Partners’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
2022
Q3 		$691K Sell
22,232
-1,524
-6% -$51.4K 0.06% 153
2022
Q2 		$778K Sell
23,756
-3,074
-11% -$110K 0.06% 149
2022
Q1 		$987K Sell
26,830
-334
-1% -$12.7K 0.06% 148
2021
Q4 		$1.09M Sell
27,164
-210
-0.8% -$8.27K 0.07% 146
2021
Q3 		$1.04M Sell
27,374
-4,724
-15% -$185K 0.07% 146
2021
Q2 		$1.22M Buy
32,098
+1,778
+6% +$67K 0.09% 139
2021
Q1 		$1.1M Sell
30,320
-3,472
-10% -$120K 0.09% 133
2020
Q4 		$1.12M Sell
33,792
-3,190
-9% -$102K 0.09% 136
2020
Q3 		$1.14M Sell
36,982
-2,448
-6% -$76.3K 0.1% 131
2020
Q2 		$1.2M Sell
39,430
-14,808
-27% -$421K 0.12% 121
2020
Q1 		$1.39M Sell
54,238
-4,192
-7% -$134K 0.17% 108
2019
Q4 		$2.06M Sell
58,430
-4,016
-6% -$138K 0.21% 99
2019
Q3 		$2.1M Buy
+62,446
New +$2.05M 0.23% 98
2019
Q2 		– Sell
-112,472
Closed -$3.69M – 82
2019
Q1 		$3.59M Buy
112,472
+1,636
+1% +$50.1K 0.39% 73
2018
Q4 		$3.13M Sell
110,836
-6,780
-6% -$201K 0.41% 69
2018
Q3 		$3.72M Buy
117,616
+13,156
+13% +$422K 0.42% 68
2018
Q2 		$3.3M Buy
104,460
+4,230
+4% +$138K 0.41% 70
2018
Q1 		$3.14M Sell
100,230
-1,296
-1% -$41.4K 0.41% 74
2017
Q4 		$3.23M Buy
101,526
+234
+0.2% +$7.6K 0.42% 75
2017
Q3 		$3.28M Sell
101,292
-4,846
-5% -$152K 0.44% 70
2017
Q2 		$3.31M Buy
106,138
+59,228
+126% +$1.92M 0.45% 66
2017
Q1 		$1.47M Buy
46,910
+7,268
+18% +$216K 0.2% 115
2016
Q4 		$1.14M Sell
39,642
-1,590
-4% -$43.5K 0.11% 133
2016
Q3 		$1.11M Sell
41,232
-36,646
-47% -$968K 0.09% 139
2016
Q2 		$1.97M Buy
77,878
+2,160
+3% +$56.1K 0.16% 105
2016
Q1 		$1.97M Sell
75,718
-19,198
-20% -$486K 0.14% 111
2015
Q4 		$2.55M Buy
94,916
+2,114
+2% +$62.4K 0.17% 99
2015
Q3 		$2.54M Buy
92,802
+7,602
+9% +$229K 0.16% 97
2015
Q2 		$2.62M Buy
85,200
+12,888
+18% +$421K 0.14% 104
2015
Q1 		$2.39M Buy
72,312
+48,130
+199% +$1.49M 0.13% 106
2014
Q4 		$673K Buy
24,182
+10,790
+81% +$305K 0.03% 198
2014
Q3 		$387K Buy
+13,392
New +$385K 0.02% 229

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Ashfield Capital Partners's HEDJ Position: Q3 2022 in Review

Ashfield Capital Partners reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 6.4% in Q3 2022, selling an estimated $51.4K and leaving 22,232 shares worth $691K. The position accounts for 0.06% of the portfolio, ranked #153.

Ashfield Capital Partners first reported a position in HEDJ in Q3 2014 and has held it in 32 quarters since. The position peaked at $3.72M in Q3 2018. 169 funds tracked by Wall St. Rank hold HEDJ as of Q3 2022.

  • Ashfield Capital Partners held 22,232 shares of WisdomTree Europe Hedged Equity Fund worth $691K as of Q3 2022.
  • Ashfield Capital Partners sold 1,524 WisdomTree Europe Hedged Equity Fund shares in Q3 2022, an estimated $51.4K.
  • WisdomTree Europe Hedged Equity Fund made up 0.06% of Ashfield Capital Partners's portfolio in Q3 2022, its #153 holding.
  • Ashfield Capital Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and has held it in 32 quarters since.
  • Ashfield Capital Partners's WisdomTree Europe Hedged Equity Fund position peaked at $3.72M in Q3 2018.
  • 169 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2022.

Based on Ashfield Capital Partners's 13F filing for Q3 2022, filed 10 Nov 2022.