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Orion Portfolio Solutions’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-4,810
Closed -$216K – 1862
2024
Q3 		$216K Buy
+4,810
New +$212K ﹤0.01% 1677
2020
Q3 		– Sell
-838
Closed -$25K – 1105
2020
Q2 		$25K Sell
838
-100
-11% -$2.85K ﹤0.01% 884
2020
Q1 		$24K Buy
938
+96
+11% +$3.06K ﹤0.01% 782
2019
Q4 		$30K Buy
+842
New +$29K ﹤0.01% 675

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Orion Portfolio Solutions's HEDJ Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2024, closing a stake of 4,810 shares — an estimated $216K sold.

Orion Portfolio Solutions first reported a position in HEDJ in Q4 2019 and held it in 4 quarters. The position peaked at $216K in Q3 2024. 200 funds tracked by Wall St. Rank hold HEDJ as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,810 WisdomTree Europe Hedged Equity Fund shares in Q4 2024, an estimated $216K.
  • Orion Portfolio Solutions first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's WisdomTree Europe Hedged Equity Fund position peaked at $216K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.