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TWM
Tradition Wealth Management’s
WisdomTree Europe Hedged Equity Fund
HEDJ
Stock Holding History
Tradition 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
Q1
–
Sell
-837
Closed
-$36K
–
730
2023
Q4
$36K
Buy
837
+3
+0.4%
+$121
﹤0.01%
702
2023
Q3
$33K
Sell
834
-906
-52%
-$36.5K
﹤0.01%
700
2023
Q2
$71K
Buy
1,740
+50
+3%
+$2.05K
0.01%
538
2023
Q1
$70K
Hold
1,690
–
–
0.01%
530
2022
Q4
$59K
Buy
1,690
+4
+0.2%
+$139
0.01%
491
2022
Q3
$52K
Sell
1,686
-280
-14%
-$9.44K
0.01%
499
2022
Q2
$64K
Buy
1,966
+46
+2%
+$1.65K
0.01%
425
2022
Q1
$71K
Buy
1,920
+2
+0.1%
+$76
0.01%
445
2021
Q4
$77K
Sell
1,918
-740
-28%
-$29.2K
0.01%
451
2021
Q3
$101K
Buy
2,658
+4
+0.2%
+$157
0.01%
370
2021
Q2
$101K
Buy
2,654
+36
+1%
+$1.36K
0.02%
387
2021
Q1
$95K
Buy
2,618
+2
+0.1%
+$69
0.02%
330
2020
Q4
$87K
Buy
+2,616
New
+$84K
0.02%
315
Other funds holding HEDJ
Goldman Sachs
New York
$761B 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
$564B AUM
30.12%
1-Year Est. Return
PC
Permanens Capital
New York
$776M AUM
30.08%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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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
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