Boothe Investment Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Boothe Investment Group’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	$25.4M	Sell	446,055 -327	-0.1%	-$18.2K	8.01%	3
2026 Q1	$23.3M	Buy	446,382 +8,385	+2%	+$453K	7.51%	3
2025 Q4	$23.2M	Buy	437,997 +14,183	+3%	+$735K	8.32%	3
2025 Q3	$21.4M	Buy	423,814 +8,958	+2%	+$442K	7.83%	3
2025 Q2	$20M	Sell	414,856 -115	-0%	-$5.5K	7.61%	3
2025 Q1	$19.7M	Buy	+414,971	New	+$19.8M	8.99%	3

Other funds holding HEDJ

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return