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

BigSur 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 Q2	$1.32M	Buy	23,200 +17,600	+314%	+$979K	0.32%	82
2026 Q1	$293K	Hold	5,600	–	–	0.08%	142
2025 Q4	$297K	Hold	5,600	–	–	0.07%	137
2025 Q3	$282K	Hold	5,600	–	–	0.07%	139
2025 Q2	$269K	Hold	5,600	–	–	0.07%	139
2025 Q1	$266K	Hold	5,600	–	–	0.07%	135
2024 Q4	$245K	Hold	5,600	–	–	0.07%	134
2024 Q3	$251K	Hold	5,600	–	–	0.07%	140
2024 Q2	$253K	Hold	5,600	–	–	0.08%	134
2024 Q1	$270K	Hold	5,600	–	–	0.08%	129
2023 Q4	$240K	Hold	5,600	–	–	0.11%	99
2023 Q3	$221K	Buy	+5,600	New	+$226K	0.11%	98
2023 Q2	–	Sell	-9,700	Closed	-$399K	–	125
2023 Q1	$399K	Hold	9,700	–	–	0.19%	90
2022 Q4	$339K	Sell	9,700 -2,250	-19%	-$78.1K	0.16%	94
2022 Q3	$372K	Sell	11,950 -1,600	-12%	-$53.9K	0.19%	87
2022 Q2	$444K	Hold	13,550	–	–	0.21%	87
2022 Q1	$499K	Hold	13,550	–	–	0.19%	89
2021 Q4	$543K	Hold	13,550	–	–	0.21%	86
2021 Q3	$515K	Hold	13,550	–	–	0.23%	83
2021 Q2	$517K	Hold	13,550	–	–	0.23%	80
2021 Q1	$493K	Hold	13,550	–	–	0.25%	75
2020 Q4	$449K	Hold	13,550	–	–	0.25%	73
2020 Q3	$418K	Sell	13,550 -1,800	-12%	-$56.1K	0.27%	71
2020 Q2	$466K	Buy	15,350 +4,000	+35%	+$114K	0.33%	62
2020 Q1	$291K	Sell	11,350 -4,000	-26%	-$128K	0.22%	81
2019 Q4	$542K	Sell	15,350 -36,000	-70%	-$1.24M	0.31%	69
2019 Q3	$1.73M	Hold	51,350	–	–	1.16%	24
2019 Q2	$1.72M	Sell	51,350 -6,000	-10%	-$197K	1.2%	22
2019 Q1	$1.83M	Buy	57,350 +32,000	+126%	+$980K	1.2%	18
2018 Q4	$715K	Sell	25,350 -500	-2%	-$14.8K	0.51%	41
2018 Q3	$817K	Sell	25,850 -650	-2%	-$20.8K	0.51%	40
2018 Q2	$837K	Hold	26,500	–	–	0.61%	33
2018 Q1	$831K	Hold	26,500	–	–	0.59%	34
2017 Q4	$844K	Hold	26,500	–	–	0.84%	27
2017 Q3	$857K	Hold	26,500	–	–	0.86%	27
2017 Q2	$834K	Sell	26,500 -10,000	-27%	-$324K	0.85%	29
2017 Q1	$1.22M	Sell	36,500 -4,000	-10%	-$119K	1.32%	14
2016 Q4	$1.16M	Buy	+40,500	New	+$1.11M	1.55%	14

Other funds holding HEDJ

BIG

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

CPA

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return