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

Proficio 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
2019 Q3	–	Sell	-9,200	Closed	-$304K	–	733
2019 Q2	$304K	Hold	9,200	–	–	0.1%	108
2019 Q1	$294K	Hold	9,200	–	–	0.1%	107
2018 Q4	$260K	Hold	9,200	–	–	0.12%	94
2018 Q3	$291K	Hold	9,200	–	–	0.1%	100
2018 Q2	$290K	Hold	9,200	–	–	0.12%	107
2018 Q1	$289K	Sell	9,200 -1,220	-12%	-$39K	0.08%	106
2017 Q4	$332K	Hold	10,420	–	–	0.11%	100
2017 Q3	$337K	Sell	10,420 -1,040	-9%	-$32.6K	0.14%	92
2017 Q2	$357K	Hold	11,460	–	–	0.15%	99
2017 Q1	$376K	Sell	11,460 -64,200	-85%	-$1.91M	0.16%	99
2016 Q4	$2.17M	Buy	75,660 +1,680	+2%	+$46K	0.92%	21
2016 Q3	$1.99M	Sell	73,980 -144	-0.2%	-$3.81K	1.15%	20
2016 Q2	$1.96M	Buy	74,124 +2,878	+4%	+$74.7K	1.23%	18
2016 Q1	$1.85M	Buy	71,246 +90	+0.1%	+$2.28K	1.55%	12
2015 Q4	$1.91M	Buy	+71,156	New	+$2.1M	1.88%	10

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

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

Proficio Capital Partners's HEDJ Position: Q3 2019 in Review

Proficio Capital Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2019, closing a stake of 9,200 shares — an estimated $304K sold.

Proficio Capital Partners first reported a position in HEDJ in Q4 2015 and held it in 15 quarters. The position peaked at $2.17M in Q4 2016. 246 funds tracked by Wall St. Rank hold HEDJ as of Q3 2019.

Proficio Capital Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 9,200 WisdomTree Europe Hedged Equity Fund shares in Q3 2019, an estimated $304K.
Proficio Capital Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's WisdomTree Europe Hedged Equity Fund position peaked at $2.17M in Q4 2016.
246 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.