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 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

Ranch Capital Advisors's HEDJ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2021, closing a stake of 2,170 shares — an estimated $82K sold.

Ranch Capital Advisors first reported a position in HEDJ in Q3 2019 and held it in 9 quarters. The position peaked at $602K in Q4 2019. 203 funds tracked by Wall St. Rank hold HEDJ as of Q4 2021.

Ranch Capital Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 2,170 WisdomTree Europe Hedged Equity Fund shares in Q4 2021, an estimated $82K.
Ranch Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $602K in Q4 2019.
203 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.