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Sunbelt Securities’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-704
Closed -$31.8K – 1881
2024
Q2 		$31.8K Hold
704
– – ﹤0.01% 1011
2024
Q1 		$34K Hold
704
– – ﹤0.01% 964
2023
Q4 		$30.2K Hold
704
– – ﹤0.01% 920
2023
Q3 		$27.8K Hold
704
– – ﹤0.01% 934
2023
Q2 		$28.8K Hold
704
– – ﹤0.01% 927
2023
Q1 		$28.7K Buy
+704
New +$27.6K ﹤0.01% 866
2018
Q4 		– Sell
-7,230
Closed -$229K – 226
2018
Q3 		$229K Buy
7,230
+170
+2% +$5.45K 0.12% 196
2018
Q2 		$223K Buy
+7,060
New +$230K 0.13% 192
2018
Q1 		– Sell
-6,684
Closed -$213K – 190
2017
Q4 		$213K Buy
6,684
+270
+4% +$8.77K 0.21% 159
2017
Q3 		$207K Buy
+6,414
New +$201K 0.22% 150

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return