Avior Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Avior 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
2025 Q1	–	Sell	-50	Closed	-$2.19K	–	1425
2024 Q4	$2.19K	Sell	50 -670	-93%	-$29.4K	﹤0.01%	2099
2024 Q3	$32.3K	Sell	720 -711	-50%	-$31.4K	﹤0.01%	1266
2024 Q2	$64.7K	Hold	1,431	–	–	﹤0.01%	1003
2024 Q1	$69.1K	Buy	+1,431	New	+$64.4K	﹤0.01%	1106
2016 Q3	–	Sell	-890	Closed	-$22K	–	477
2016 Q2	$22K	Hold	890	–	–	0.01%	276
2016 Q1	$23K	Buy	+890	New	+$22.5K	0.01%	268

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIG

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Avior Wealth Management's HEDJ Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2025, closing a stake of 50 shares — an estimated $2.19K sold.

Avior Wealth Management first reported a position in HEDJ in Q1 2016 and held it in 6 quarters. The position peaked at $69.1K in Q1 2024. 215 funds tracked by Wall St. Rank hold HEDJ as of Q1 2025.

Avior Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 50 WisdomTree Europe Hedged Equity Fund shares in Q1 2025, an estimated $2.19K.
Avior Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2016 and held it in 6 quarters.
Avior Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $69.1K in Q1 2024.
215 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.