AWM
HEDJ icon

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 – 1427
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 – 480
2016
Q2 		$22K Hold
890
– – 0.01% 276
2016
Q1 		$23K Buy
+890
New +$22.5K 0.01% 268

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UBS Group
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LPL Financial
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
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
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return