Spire Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Spire 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
2024 Q2	–	Sell	-712	Closed	-$34.4K	–	2296
2024 Q1	$34.4K	Hold	712	–	–	﹤0.01%	1338
2023 Q4	$30K	Hold	712	–	–	﹤0.01%	1382
2023 Q3	$28.1K	Hold	712	–	–	﹤0.01%	1379
2023 Q2	$29.1K	Hold	712	–	–	﹤0.01%	1431
2023 Q1	$29.3K	Buy	+712	New	+$27.9K	﹤0.01%	1438
2022 Q4	–	Sell	-216	Closed	-$7K	–	2352
2022 Q3	$7K	Sell	216 -712	-77%	-$24K	﹤0.01%	1655
2022 Q2	$30K	Sell	928 -712	-43%	-$25.5K	﹤0.01%	1501
2022 Q1	$60K	Hold	1,640	–	–	﹤0.01%	1378
2021 Q4	$66K	Hold	1,640	–	–	﹤0.01%	1595
2021 Q3	$62K	Hold	1,640	–	–	﹤0.01%	1390
2021 Q2	$63K	Hold	1,640	–	–	﹤0.01%	1385
2021 Q1	$60K	Buy	+1,640	New	+$56.5K	﹤0.01%	1633

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spire Wealth Management's HEDJ Position: Q2 2024 in Review

Spire Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2024, closing a stake of 712 shares — an estimated $34.4K sold.

Spire Wealth Management first reported a position in HEDJ in Q1 2021 and held it in 12 quarters. The position peaked at $66K in Q4 2021. 198 funds tracked by Wall St. Rank hold HEDJ as of Q2 2024.

Spire Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 712 WisdomTree Europe Hedged Equity Fund shares in Q2 2024, an estimated $34.4K.
Spire Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $66K in Q4 2021.
198 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.