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

Addison 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	$209K	Hold	4,000	–	–	0.05%	217
2025 Q4	$212K	Hold	4,000	–	–	0.05%	211
2025 Q3	$202K	Hold	4,000	–	–	0.05%	221
2025 Q2	$192K	Hold	4,000	–	–	0.05%	227
2025 Q1	$190K	Hold	4,000	–	–	0.05%	214
2024 Q4	$175K	Hold	4,000	–	–	0.05%	225
2024 Q3	$180K	Hold	4,000	–	–	0.05%	235
2024 Q2	$181K	Hold	4,000	–	–	0.06%	211
2024 Q1	$193K	Hold	4,000	–	–	0.07%	189
2023 Q4	$171K	Hold	4,000	–	–	0.07%	194
2023 Q3	$158K	Hold	4,000	–	–	0.07%	179
2023 Q2	$164K	Hold	4,000	–	–	0.08%	178
2023 Q1	$164K	Sell	4,000 -376	-9%	-$14.7K	0.09%	159
2022 Q4	$153K	Hold	4,376	–	–	0.09%	151
2022 Q3	$136K	Hold	4,376	–	–	0.08%	158
2022 Q2	$143K	Hold	4,376	–	–	0.09%	152
2022 Q1	$161K	Hold	4,376	–	–	0.09%	157
2021 Q4	$175K	Hold	4,376	–	–	0.11%	128
2021 Q3	$166K	Sell	4,376 -880	-17%	-$34.5K	0.13%	91
2021 Q2	$200K	Buy	+5,256	New	+$198K	0.16%	78
2020 Q4	$174K	Buy	+5,256	New	+$169K	0.17%	85

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Addison Advisors's HEDJ Position: Q1 2026 in Review

Addison Advisors held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q1 2026 at 4,000 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #217.

Addison Advisors first reported a position in HEDJ in Q4 2020 and has held it in 21 quarters since. The position peaked at $212K in Q4 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Addison Advisors held 4,000 shares of WisdomTree Europe Hedged Equity Fund worth $209K as of Q1 2026.
Addison Advisors left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Europe Hedged Equity Fund made up 0.05% of Addison Advisors's portfolio in Q1 2026, its #217 holding.
Addison Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2020 and has held it in 21 quarters since.
Addison Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $212K in Q4 2025.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.