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

DHK Financial 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
2024
Q2 		– Sell
-19,999
Closed -$966K – 82
2024
Q1 		$966K Hold
19,999
– – 0.68% 42
2023
Q4 		$857K Buy
19,999
+63
+0.3% +$2.55K 0.64% 39
2023
Q3 		$787K Buy
19,936
+36
+0.2% +$1.45K 0.7% 34
2023
Q2 		$815K Buy
19,900
+572
+3% +$23.5K 0.69% 37
2023
Q1 		$795K Hold
19,328
– – 0.99% 24
2022
Q4 		$676K Buy
19,328
+54
+0.3% +$1.87K 0.94% 25
2022
Q3 		$600K Buy
19,274
+52
+0.3% +$1.75K 0.98% 26
2022
Q2 		$630K Buy
19,222
+442
+2% +$15.9K 0.6% 28
2022
Q1 		$691K Buy
18,780
+22
+0.1% +$834 0.58% 28
2021
Q4 		$752K Buy
+18,758
New +$739K 0.71% 25

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 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 $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return