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

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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tradition Wealth Management's HEDJ Position: Q1 2024 in Review

Tradition Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2024, closing a stake of 837 shares — an estimated $36K sold.

Tradition Wealth Management first reported a position in HEDJ in Q4 2020 and held it in 13 quarters. The position peaked at $101K in Q3 2021. 195 funds tracked by Wall St. Rank hold HEDJ as of Q1 2024.

Tradition Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 837 WisdomTree Europe Hedged Equity Fund shares in Q1 2024, an estimated $36K.
Tradition Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $101K in Q3 2021.
195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.