Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
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
Shares
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
$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
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
PC
Permanens Capital
New York
$776M AUM
30.08%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close