DWA
HEDJ icon

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

Delos Wealth 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
Q1 		– Sell
-30
Closed -$1.05K – 403
2022
Q4 		$1.05K Hold
30
– – ﹤0.01% 232
2022
Q3 		$1K Hold
30
– – ﹤0.01% 242
2022
Q2 		$1K Hold
30
– – ﹤0.01% 212
2022
Q1 		$1K Sell
30
-44
-59% -$1.67K ﹤0.01% 229
2021
Q4 		$3K Hold
74
– – ﹤0.01% 363
2021
Q3 		$3K Hold
74
– – ﹤0.01% 135
2021
Q2 		$3K Buy
+74
New +$2.79K ﹤0.01% 128

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B 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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return