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Wisdomtree Tr intl hedge eqt shares owned by Portland Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Tr intl hedge eqt (HEDJ) shares owned by Portland Financial Advisors from 13F filings

Historical chart of Portland Financial Advisors investment in Wisdomtree Tr intl hedge eqt

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr intl hedge eqt held by Portland Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr intl hedge eqt by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $598k 11k 52.30
2025-12-31 $607k 11k 53.06
2025-09-30 $588k 12k 50.40
2025-06-30 $562k 12k 48.12
2025-03-31 $560k 12k 47.48

More positions owned by Portland Financial Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Mid Cap Etf (VO)
Omega Healthcare Investors (OHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPSB)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust State Street Spd (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Street Spd (LGLV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust State Street Spd (CWB)
Ishares Tr Msci Eafe Min Vl (EFAV)

View all positions for Portland Financial Advisors

Top funds holding Wisdomtree Tr intl hedge eqt

Goldman Sachs Group
Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
FMR
Boothe Investment Group
Royal Bank of Canada
Bank of New York Mellon
Rockefeller Capital Management
Raymond James Financial
Patten & Patten
Mount Yale Investment Advisors
Vestmark Advisory Solutions

View all funds holding Wisdomtree Tr intl hedge eqt