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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DHK Financial Advisors's HEDJ Position: Q2 2024 in Review

DHK Financial Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 19,999 shares — an estimated $966K sold.

DHK Financial Advisors first reported a position in HEDJ in Q4 2021 and held it in 10 quarters. The position peaked at $966K in Q1 2024. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

DHK Financial Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 19,999 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $966K.
DHK Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and held it in 10 quarters.
DHK Financial Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $966K in Q1 2024.
198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.