Ford Financial Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-332	Closed	-$13K	–	267
2021 Q4	$13K	Buy	+332	New	+$13.1K	﹤0.01%	317
2021 Q3	–	Sell	-330	Closed	-$12K	–	280
2021 Q2	$12K	Buy	+330	New	+$12.4K	﹤0.01%	323
2018 Q2	–	Sell	-6,658	Closed	-$208K	–	42
2018 Q1	$208K	Buy	6,658 +4	+0.1%	+$128	0.16%	40
2017 Q4	$218K	Buy	+6,654	New	+$216K	0.16%	40

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Ford Financial Group's HEDJ Position: Q1 2022 in Review

Ford Financial Group sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2022, closing a stake of 332 shares — an estimated $13K sold.

Ford Financial Group first reported a position in HEDJ in Q4 2017 and held it in 4 quarters. The position peaked at $218K in Q4 2017. 191 funds tracked by Wall St. Rank hold HEDJ as of Q1 2022.

Ford Financial Group reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 332 WisdomTree Europe Hedged Equity Fund shares in Q1 2022, an estimated $13K.
Ford Financial Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
Ford Financial Group's WisdomTree Europe Hedged Equity Fund position peaked at $218K in Q4 2017.
191 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.