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

Waverly 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
Q1 		$335K Hold
6,409
– – ﹤0.01% 1256
2025
Q4 		$340K Buy
+6,409
New +$332K ﹤0.01% 1158
2025
Q2 		– Sell
-6,082
Closed -$289K – 1200
2025
Q1 		$289K Buy
6,082
+700
+13% +$33.4K ﹤0.01% 932
2024
Q4 		$235K Buy
+5,382
New +$236K ﹤0.01% 889
2015
Q4 		– Sell
-2,112
Closed -$58K – 244
2015
Q3 		$58K Buy
+2,112
New +$63.5K 0.04% 113
2015
Q1 		– Sell
-2,626
Closed -$73K – 377
2014
Q4 		$73K Hold
2,626
– – 0.04% 95
2014
Q3 		$76K Buy
2,626
+1,812
+223% +$52.1K 0.04% 169
2014
Q2 		$24K Buy
+814
New +$23.7K 0.01% 301

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return