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Clearstead Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Clearstead Advisors’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
2023
Q4 		– Sell
-100
Closed -$3.95K – 1583
2023
Q3 		$3.95K Buy
100
+50
+100% +$2.02K ﹤0.01% 1289
2023
Q2 		$2.05K Hold
50
– – ﹤0.01% 1145
2023
Q1 		$2.06K Sell
50
-1,244
-96% -$48.8K ﹤0.01% 1131
2022
Q4 		$45.3K Hold
1,294
– – ﹤0.01% 642
2022
Q3 		$40K Hold
1,294
– – ﹤0.01% 651
2022
Q2 		$42K Hold
1,294
– – ﹤0.01% 651
2022
Q1 		$48K Hold
1,294
– – ﹤0.01% 687
2021
Q4 		$52K Buy
+1,294
New +$51K ﹤0.01% 650
2020
Q2 		– Sell
-2,000
Closed -$51K – 807
2020
Q1 		$51K Buy
+2,000
New +$63.8K 0.01% 408

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return