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

Sunesis 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 Q2	$251K	Hold	4,400	–	–	0.1%	54
2026 Q1	$230K	Hold	4,400	–	–	0.1%	53
2025 Q4	$233K	Hold	4,400	–	–	0.11%	47
2025 Q3	$222K	Buy	+4,400	New	+$217K	0.1%	49
2025 Q1	$209K	Buy	+4,400	New	+$210K	0.11%	43
2024 Q2	–	Sell	-4,400	Closed	-$213K	–	48
2024 Q1	$213K	Sell	4,400 -28,460	-87%	-$1.28M	0.12%	46
2023 Q4	$1.41M	Hold	32,860	–	–	0.86%	21
2023 Q3	$1.3M	Buy	+32,860	New	+$1.33M	0.92%	17
2023 Q1	$1.35M	Buy	+32,860	New	+$1.29M	0.97%	16

Other funds holding HEDJ

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return