RCA
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Ranch Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ranch Capital 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
-2,170
Closed -$82K – 324
2021
Q3 		$82K Sell
2,170
-48
-2% -$1.88K 0.05% 217
2021
Q2 		$84K Sell
2,218
-400
-15% -$15.1K 0.05% 237
2021
Q1 		$95K Sell
2,618
-120
-4% -$4.13K 0.06% 222
2020
Q4 		$90K Sell
2,738
-200
-7% -$6.42K 0.06% 223
2020
Q3 		$90K Sell
2,938
-200
-6% -$6.23K 0.07% 212
2020
Q2 		$96K Sell
3,138
-3,562
-53% -$101K 0.08% 210
2020
Q1 		$171K Sell
6,700
-10,352
-61% -$330K 0.17% 132
2019
Q4 		$602K Sell
17,052
-30
-0.2% -$1.03K 0.49% 55
2019
Q3 		$575K Buy
+17,082
New +$562K 0.62% 48

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return