Sound Income Strategies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sound Income Strategies’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	-382	Closed	-$17.2K	–	1507
2024 Q3	$17.2K	Hold	382	–	–	﹤0.01%	676
2024 Q2	$17.3K	Hold	382	–	–	﹤0.01%	662
2024 Q1	$18.5K	Hold	382	–	–	﹤0.01%	609
2023 Q4	$16.4K	Hold	382	–	–	﹤0.01%	630
2023 Q3	$15.1K	Hold	382	–	–	﹤0.01%	493
2023 Q2	$15.6K	Hold	382	–	–	﹤0.01%	479
2023 Q1	$15.7K	Hold	382	–	–	﹤0.01%	456
2022 Q4	$13.4K	Hold	382	–	–	﹤0.01%	463
2022 Q3	$12K	Hold	382	–	–	﹤0.01%	432
2022 Q2	$13K	Hold	382	–	–	﹤0.01%	419
2022 Q1	$14K	Hold	382	–	–	﹤0.01%	404
2021 Q4	$15K	Hold	382	–	–	﹤0.01%	414
2021 Q3	$15K	Hold	382	–	–	﹤0.01%	386
2021 Q2	$15K	Hold	382	–	–	﹤0.01%	401
2021 Q1	$13.9K	Hold	382	–	–	﹤0.01%	417
2020 Q4	$13K	Hold	382	–	–	﹤0.01%	404
2020 Q3	$12K	Hold	382	–	–	﹤0.01%	381
2020 Q2	$12K	Hold	382	–	–	﹤0.01%	355
2020 Q1	$10K	Hold	382	–	–	﹤0.01%	340
2019 Q4	$13K	Hold	382	–	–	﹤0.01%	293
2019 Q3	$13K	Hold	382	–	–	﹤0.01%	269
2019 Q2	$13K	Hold	382	–	–	﹤0.01%	288
2019 Q1	$12K	Hold	382	–	–	0.01%	304
2018 Q4	$11K	Sell	382 -128	-25%	-$3.79K	0.01%	315
2018 Q3	$16K	Buy	510 +128	+34%	+$4.1K	0.01%	268
2018 Q2	$12K	Sell	382 -60	-14%	-$1.96K	0.01%	277
2018 Q1	$14K	Hold	442	–	–	0.01%	242
2017 Q4	$14K	Buy	+442	New	+$14.4K	0.01%	177

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sound Income Strategies's HEDJ Position: Q4 2024 in Review

Sound Income Strategies sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2024, closing a stake of 382 shares — an estimated $17.2K sold.

Sound Income Strategies first reported a position in HEDJ in Q4 2017 and held it in 28 quarters. The position peaked at $18.5K in Q1 2024. 200 funds tracked by Wall St. Rank hold HEDJ as of Q4 2024.

Sound Income Strategies reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
Sound Income Strategies sold 382 WisdomTree Europe Hedged Equity Fund shares in Q4 2024, an estimated $17.2K.
Sound Income Strategies first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 28 quarters.
Sound Income Strategies's WisdomTree Europe Hedged Equity Fund position peaked at $18.5K in Q1 2024.
200 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.