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HWM
Howard Wealth Management’s
WisdomTree Europe Hedged Equity Fund
HEDJ
Stock Holding History
Howard 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
$230K
Hold
4,395
–
–
0.1%
131
2025
Q4
$233K
Hold
4,395
–
–
0.1%
122
2025
Q3
$222K
Hold
4,395
–
–
0.1%
121
2025
Q2
$211K
Hold
4,395
–
–
0.11%
118
2025
Q1
$209K
Buy
+4,395
New
+$210K
0.12%
112
2024
Q2
–
Sell
-4,395
Closed
-$212K
–
98
2024
Q1
$212K
Buy
+4,395
New
+$198K
0.17%
96
2022
Q2
–
Sell
-5,664
Closed
-$208K
–
84
2022
Q1
$208K
Sell
5,664
-250
-4%
-$9.47K
0.11%
128
2021
Q4
$237K
Buy
5,914
+6
+0.1%
+$236
0.13%
118
2021
Q3
$224K
Hold
5,908
–
–
0.13%
115
2021
Q2
$225K
Sell
5,908
-36
-0.6%
-$1.36K
0.12%
119
2021
Q1
$216K
Sell
5,944
-10,184
-63%
-$351K
0.13%
120
2020
Q4
$534K
Sell
16,128
-1,816
-10%
-$58.3K
0.33%
71
2020
Q3
$554K
Sell
17,944
-1,208
-6%
-$37.6K
0.4%
61
2020
Q2
$581K
Buy
19,152
+320
+2%
+$9.11K
0.47%
56
2020
Q1
$482K
Buy
18,832
+1,014
+6%
+$32.3K
0.51%
49
2019
Q4
$628K
Buy
+17,818
New
+$614K
0.52%
40
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$761B AUM
31.28%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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