NLP
HEDJ icon

Next Level Private’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Next Level Private’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
Q2 		$417K Buy
7,320
+59
+0.8% +$3.28K 0.08% 127
2026
Q1 		$380K Hold
7,261
– – 0.09% 131
2025
Q4 		$385K Hold
7,261
– – 0.1% 117
2025
Q3 		$371K Buy
7,261
+1
+0% +$49 0.11% 114
2025
Q2 		$349K Buy
7,260
+58
+0.8% +$2.77K 0.11% 111
2025
Q1 		$342K Buy
7,202
+1
+0% +$48 0.13% 109
2024
Q4 		$315K Buy
7,201
+8
+0.1% +$351 0.13% 106
2024
Q3 		$323K Buy
7,193
+1
+0% +$44 0.13% 104
2024
Q2 		$325K Hold
7,192
– – 0.15% 98
2024
Q1 		$347K Hold
7,192
– – 0.16% 95
2023
Q4 		$308K Hold
7,192
– – 0.17% 81
2023
Q3 		$281K Hold
7,192
– – 0.19% 80
2023
Q2 		$287K Buy
+7,192
New +$295K 0.19% 82
2023
Q1 		– Sell
-7,192
Closed -$269K – 83
2022
Q4 		$269K Hold
7,192
– – 0.2% 84
2022
Q3 		$235K Buy
+7,192
New +$242K 0.21% 74
2022
Q2 		– Sell
-7,192
Closed -$265K – 156
2022
Q1 		$265K Sell
7,192
-534
-7% -$20.2K 0.21% 75
2021
Q4 		$310K Buy
+7,726
New +$304K 0.26% 66

Other funds holding HEDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return