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

US Financial 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
2025 Q1	$526K	Buy	11,088 +700	+7%	+$33.4K	0.16%	52
2024 Q4	$454K	Buy	10,388 +183	+2%	+$8.04K	0.14%	56
2024 Q3	$458K	Sell	10,205 -606	-6%	-$26.8K	0.14%	57
2024 Q2	$489K	Sell	10,811 -61	-0.6%	-$2.88K	0.16%	56
2024 Q1	$525K	Buy	10,872 +533	+5%	+$24K	0.18%	51
2023 Q4	$443K	Buy	10,339 +877	+9%	+$35.5K	0.17%	53
2023 Q3	$374K	Buy	9,462 +922	+11%	+$37.2K	0.16%	56
2023 Q2	$350K	Sell	8,540 -1,174	-12%	-$48.2K	0.15%	54
2023 Q1	$399K	Buy	9,714 +476	+5%	+$18.7K	0.18%	53
2022 Q4	$323K	Buy	+9,238	New	+$321K	0.16%	55

Other funds holding HEDJ

Goldman Sachs New York $871B 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

US Financial Advisors's HEDJ Position: Q1 2025 in Review

US Financial Advisors increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 6.7% in Q1 2025, buying an estimated $33.4K and bringing the position to 11,088 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #52.

US Financial Advisors first reported a position in HEDJ in Q4 2022 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold HEDJ as of Q1 2025.

US Financial Advisors held 11,088 shares of WisdomTree Europe Hedged Equity Fund worth $526K as of Q1 2025.
US Financial Advisors bought 700 WisdomTree Europe Hedged Equity Fund shares in Q1 2025, an estimated $33.4K.
WisdomTree Europe Hedged Equity Fund made up 0.16% of US Financial Advisors's portfolio in Q1 2025, its #52 holding.
US Financial Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2022 and has held it in 10 quarters since.
215 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.