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Provenance Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Provenance Wealth 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
2026
Q1 		$16.4K Hold
314
– – ﹤0.01% 285
2025
Q4 		$16.7K Hold
314
– – ﹤0.01% 275
2025
Q3 		$15.8K Hold
314
– – ﹤0.01% 310
2025
Q2 		$15.1K Hold
314
– – ﹤0.01% 291
2025
Q1 		$14.9K Hold
314
– – ﹤0.01% 302
2024
Q4 		$13.7K Hold
314
– – ﹤0.01% 294
2024
Q3 		$14.1K Hold
314
– – ﹤0.01% 313
2024
Q2 		$14.2K Hold
314
– – ﹤0.01% 275
2024
Q1 		$15.2K Hold
314
– – ﹤0.01% 293
2023
Q4 		$13.5K Hold
314
– – ﹤0.01% 288
2023
Q3 		$12.4K Buy
+314
New +$12.7K ﹤0.01% 233

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