Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$2.41M	Sell	42,854 -1,091	-2%	-$60.7K	﹤0.01%	1453
2026 Q1	$2.32M	Sell	43,945 -26,585	-38%	-$1.44M	0.01%	1310
2025 Q4	$3.82M	Sell	70,530 -2,366	-3%	-$123K	0.01%	1158
2025 Q3	$3.72M	Sell	72,896 -5,029	-6%	-$248K	0.01%	1111
2025 Q2	$3.78M	Buy	77,925 +36,886	+90%	+$1.76M	0.01%	1024
2025 Q1	$1.95M	Buy	41,039 +9,076	+28%	+$433K	﹤0.01%	1256
2024 Q4	$1.4M	Buy	31,963 +817	+3%	+$35.9K	﹤0.01%	1365
2024 Q3	$1.4M	Sell	31,146 -432	-1%	-$19.1K	﹤0.01%	1229
2024 Q2	$1.43M	Buy	31,578 +1,349	+4%	+$63.7K	﹤0.01%	1128
2024 Q1	$1.46M	Sell	30,229 -628	-2%	-$28.2K	﹤0.01%	1087
2023 Q4	$1.32M	Sell	30,857 -92	-0.3%	-$3.72K	﹤0.01%	1050
2023 Q3	$1.22M	Buy	+30,949	New	+$1.25M	﹤0.01%	1022

Other funds holding HEDJ

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return