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

Bernard Wealth Management’s Portfolio HEDJ Stock Details HEDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$168K Sell
3,493
-57
-2% -$2.74K 0.08% 62
2025
Q1 		$169K Sell
3,550
-68
-2% -$3.23K 0.08% 63
2024
Q4 		$158K Buy
+3,618
New +$158K 0.07% 63