Activest Wealth Management
HEDJ icon

Activest Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Activest 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
2026
Q3 		$13.4K Buy
242
+1
+0.4% +$57 ﹤0.01% 536
2026
Q2 		$13.8K Buy
241
+3
+1% +$167 ﹤0.01% 518
2026
Q1 		$12.5K Hold
238
– – ﹤0.01% 636
2025
Q4 		$12.6K Hold
238
– – ﹤0.01% 611
2025
Q3 		$12K Hold
238
– – ﹤0.01% 464
2025
Q2 		$11.5K Buy
238
+3
+1% +$143 ﹤0.01% 404
2025
Q1 		$11.2K Hold
235
– – ﹤0.01% 378
2024
Q4 		$10.3K Sell
235
-2,062
-90% -$90.5K ﹤0.01% 312
2024
Q3 		$103K Sell
2,297
-1,483
-39% -$65.5K 0.03% 118
2024
Q2 		$171K Sell
3,780
-54
-1% -$2.55K 0.06% 92
2024
Q1 		$185K Hold
3,834
– – 0.09% 64
2023
Q4 		$164K Hold
3,834
– – 0.09% 52
2023
Q3 		$151K Buy
+3,834
New +$155K 0.09% 50
2023
Q2 		– Sell
-3,938
Closed -$162K – 337
2023
Q1 		$162K Sell
3,938
-156,224
-98% -$6.13M 0.1% 46
2022
Q4 		$5.6M Sell
160,162
-14,892
-9% -$517K 1.66% 8
2022
Q3 		$5.48M Buy
175,054
+160,000
+1,063% +$5.39M 1.77% 8
2022
Q2 		$493K Sell
15,054
-8,930
-37% -$320K 0.35% 29
2022
Q1 		$883K Buy
23,984
+3,752
+19% +$142K 0.57% 16
2021
Q4 		$811K Sell
20,232
-6,742
-25% -$266K 0.5% 24
2021
Q3 		$1.03M Buy
26,974
+6,596
+32% +$259K 0.68% 18
2021
Q2 		$777K Sell
20,378
-20,464
-50% -$772K 0.58% 19
2021
Q1 		$1.49M Buy
+40,842
New +$1.41M 1.21% 12

Other funds holding HEDJ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Activest Wealth Management's HEDJ Position: Q3 2026 in Review

Activest Wealth Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.41% in Q3 2026, buying an estimated $57 and bringing the position to 242 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Activest Wealth Management first reported a position in HEDJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.6M in Q4 2022. 195 funds tracked by Wall St. Rank hold HEDJ as of Q3 2026.

  • Activest Wealth Management held 242 shares of WisdomTree Europe Hedged Equity Fund worth $13.4K as of Q3 2026.
  • Activest Wealth Management bought 1 WisdomTree Europe Hedged Equity Fund share in Q3 2026, an estimated $57.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #536 holding.
  • Activest Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $5.6M in Q4 2022.
  • 195 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.