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Synergy Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-60
Closed -$2.69K – 385
2024
Q4 		$2.69K Buy
+60
New +$2.63K ﹤0.01% 649

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Synergy Asset Management's HEDJ Position: Q1 2025 in Review

Synergy Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2025, closing a stake of 60 shares — an estimated $2.69K sold.

Synergy Asset Management first reported a position in HEDJ in Q4 2024 and held it in 1 quarter. The position peaked at $2.69K in Q4 2024. 215 funds tracked by Wall St. Rank hold HEDJ as of Q1 2025.

  • Synergy Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 60 WisdomTree Europe Hedged Equity Fund shares in Q1 2025, an estimated $2.69K.
  • Synergy Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.69K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.