Atlantic Edge Private Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Atlantic Edge Private Wealth Management’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
2026 Q1	$157K	Hold	3,000	–	–	0.04%	148
2025 Q4	$159K	Hold	3,000	–	–	0.04%	144
2025 Q3	$151K	Hold	3,000	–	–	0.04%	150
2025 Q2	$144K	Hold	3,000	–	–	0.04%	146
2025 Q1	$142K	Hold	3,000	–	–	0.04%	140
2024 Q4	$131K	Hold	3,000	–	–	0.04%	148
2024 Q3	$135K	Hold	3,000	–	–	0.04%	146
2024 Q2	$136K	Hold	3,000	–	–	0.05%	144
2024 Q1	$145K	Hold	3,000	–	–	0.05%	144
2023 Q4	$129K	Buy	+3,000	New	+$121K	0.05%	143

Other funds holding HEDJ

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return