Carson Wealth (CWM LLC)
HEDJ icon

Carson Wealth (CWM LLC)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Carson Wealth (CWM LLC)’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 		$134K Buy
2,571
+160
+7% +$8.64K ﹤0.01% 3032
2025
Q4 		$128K Sell
2,411
-1,324
-35% -$68.7K ﹤0.01% 2886
2025
Q3 		$188K Buy
3,735
+1,332
+55% +$65.7K ﹤0.01% 2496
2025
Q2 		$116K Sell
2,403
-192
-7% -$9.18K ﹤0.01% 2586
2025
Q1 		$123K Sell
2,595
-264,348
-99% -$12.6M ﹤0.01% 2250
2024
Q4 		$11.7M Buy
266,943
+85,650
+47% +$3.76M 0.05% 295
2024
Q3 		$8.14M Buy
181,293
+150,463
+488% +$6.65M 0.04% 343
2024
Q2 		$1.39M Buy
30,830
+19,649
+176% +$927K 0.01% 754
2024
Q1 		$540K Buy
11,181
+7,074
+172% +$318K ﹤0.01% 1104
2023
Q4 		$176K Buy
4,107
+1,441
+54% +$58.3K ﹤0.01% 1470
2023
Q3 		$105K Buy
2,666
+2
+0.1% +$81 ﹤0.01% 1594
2023
Q2 		$109K Buy
2,664
+34
+1% +$1.4K ﹤0.01% 1523
2023
Q1 		$108K Hold
2,630
– – ﹤0.01% 1452
2022
Q4 		$92K Buy
2,630
+4
+0.2% +$139 ﹤0.01% 1415
2022
Q3 		$82K Hold
2,626
– – ﹤0.01% 1425
2022
Q2 		$86K Sell
2,626
-354
-12% -$12.7K ﹤0.01% 1378
2022
Q1 		$110K Buy
2,980
+1,514
+103% +$57.4K ﹤0.01% 1289
2021
Q4 		$59K Buy
+1,466
New +$57.8K ﹤0.01% 1503
2021
Q2 		$29K Hold
766
– – ﹤0.01% 1628
2021
Q1 		$29K Hold
766
– – ﹤0.01% 1628
2020
Q4 		$29K Hold
766
– – ﹤0.01% 1628
2020
Q3 		$29K Hold
766
– – ﹤0.01% 1627
2020
Q2 		$29K Hold
766
– – ﹤0.01% 1627
2020
Q1 		$29K Hold
766
– – ﹤0.01% 1627
2019
Q4 		$29K Hold
766
– – ﹤0.01% 1627
2019
Q3 		$29K Hold
766
– – ﹤0.01% 1627
2019
Q2 		$29K Hold
766
– – ﹤0.01% 1627
2019
Q1 		$29K Buy
766
+396
+107% +$12.1K ﹤0.01% 1627
2018
Q4 		$10K Buy
370
+228
+161% +$6.76K ﹤0.01% 1328
2018
Q3 		$4K Hold
142
– – ﹤0.01% 1392
2018
Q2 		$4K Sell
142
-76
-35% -$2.48K ﹤0.01% 1241
2018
Q1 		$7K Sell
218
-112
-34% -$3.58K ﹤0.01% 932
2017
Q4 		$11K Sell
330
-186
-36% -$6.04K ﹤0.01% 854
2017
Q3 		$17K Buy
516
+298
+137% +$9.34K ﹤0.01% 744
2017
Q2 		$7K Hold
218
– – ﹤0.01% 836
2017
Q1 		$7K Sell
218
-38
-15% -$1.13K ﹤0.01% 817
2016
Q4 		$7K Sell
256
-8
-3% -$219 ﹤0.01% 789
2016
Q3 		$7K Buy
264
+62
+31% +$1.64K ﹤0.01% 770
2016
Q2 		$5K Sell
202
-856
-81% -$22.2K ﹤0.01% 626
2016
Q1 		$27K Sell
1,058
-25,088
-96% -$635K ﹤0.01% 409
2015
Q4 		$703K Sell
26,146
-43,382
-62% -$1.28M 0.07% 159
2015
Q3 		$1.9M Buy
+69,528
New +$2.09M 0.19% 126

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEDJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 6.6% in Q1 2026, buying an estimated $8.64K and bringing the position to 2,571 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

Carson Wealth (CWM LLC) first reported a position in HEDJ in Q3 2015 and has held it in 42 quarters since. The position peaked at $11.7M in Q4 2024. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,571 shares of WisdomTree Europe Hedged Equity Fund worth $134K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 160 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $8.64K.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3032 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Europe Hedged Equity Fund position peaked at $11.7M in Q4 2024.
  • 220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.