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Caldwell Sutter Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Caldwell Sutter Capital’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
Q1 		$437K Buy
8,356
+70
+0.8% +$3.78K 0.18% 133
2025
Q4 		$440K Hold
8,286
– – 0.19% 130
2025
Q3 		$418K Hold
8,286
– – 0.18% 133
2025
Q2 		$399K Buy
8,286
+150
+2% +$7.17K 0.18% 130
2025
Q1 		$386K Hold
8,136
– – 0.18% 131
2024
Q4 		$356K Hold
8,136
– – 0.17% 134
2024
Q3 		$365K Hold
8,136
– – 0.17% 135
2024
Q2 		$368K Hold
8,136
– – 0.18% 131
2024
Q1 		$393K Hold
8,136
– – 0.19% 129
2023
Q4 		$349K Buy
8,136
+1,692
+26% +$68.4K 0.18% 128
2023
Q3 		$255K Hold
6,444
– – 0.14% 147
2023
Q2 		$264K Buy
+6,444
New +$264K 0.14% 148

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return