HWM
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HB Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

HB Wealth Management’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 		$284K Hold
5,438
– – ﹤0.01% 1265
2025
Q4 		$289K Hold
5,438
– – ﹤0.01% 1152
2025
Q3 		$274K Sell
5,438
-642
-11% -$31.7K ﹤0.01% 1117
2025
Q2 		$293K Sell
6,080
-428
-7% -$20.5K ﹤0.01% 948
2025
Q1 		$309K Buy
6,508
+1,659
+34% +$79.1K ﹤0.01% 952
2024
Q4 		$212K Hold
4,849
– – ﹤0.01% 960
2024
Q3 		$218K Hold
4,849
– – ﹤0.01% 865
2024
Q2 		$219K Hold
4,849
– – ﹤0.01% 820
2024
Q1 		$234K Sell
4,849
-4,167
-46% -$187K ﹤0.01% 744
2023
Q4 		$386K Hold
9,016
– – 0.01% 525
2023
Q3 		$356K Hold
9,016
– – 0.01% 523
2023
Q2 		$369K Buy
+9,016
New +$370K 0.01% 494

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $528B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return