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

AE 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 Q2	$74.3K	Hold	1,304	–	–	﹤0.01%	1995
2026 Q1	$68.2K	Hold	1,304	–	–	﹤0.01%	1891
2025 Q4	$69.2K	Hold	1,304	–	–	﹤0.01%	1784
2025 Q3	$65.7K	Sell	1,304 -110	-8%	-$5.43K	﹤0.01%	1663
2025 Q2	$68.1K	Buy	1,414 +882	+166%	+$42.2K	﹤0.01%	1559
2025 Q1	$25.3K	Hold	532	–	–	﹤0.01%	1691
2024 Q4	$23.3K	Buy	+532	New	+$23.4K	﹤0.01%	1703
2024 Q1	–	Sell	-116,727	Closed	-$5.04M	–	1505
2023 Q4	$5.04M	Buy	116,727 +9,889	+9%	+$400K	0.03%	583
2023 Q3	$4.22M	Buy	106,838 +16,820	+19%	+$679K	0.03%	595
2023 Q2	$3.68M	Buy	90,018 +10,702	+13%	+$439K	0.02%	632
2023 Q1	$3.26M	Sell	79,316 -1,024	-1%	-$40.2K	0.02%	634
2022 Q4	$2.81M	Buy	80,340 +7,244	+10%	+$251K	0.02%	632
2022 Q3	$2.27M	Buy	73,096 +4,398	+6%	+$148K	0.02%	656
2022 Q2	$2.25M	Buy	68,698 +1,516	+2%	+$54.4K	0.02%	631
2022 Q1	$2.47M	Buy	67,182 +6,074	+10%	+$230K	0.02%	645
2021 Q4	$2.45M	Buy	61,108 +5,692	+10%	+$224K	0.02%	634
2021 Q3	$2.11M	Buy	55,416 +5,870	+12%	+$230K	0.02%	630
2021 Q2	$1.89M	Buy	49,546 +3,282	+7%	+$124K	0.02%	652
2021 Q1	$1.68M	Buy	46,264 +23,936	+107%	+$824K	0.02%	615
2020 Q4	$740K	Buy	22,328 +12,564	+129%	+$403K	0.01%	813
2020 Q3	$301K	Buy	9,764 +248	+3%	+$7.72K	﹤0.01%	1037
2020 Q2	$289K	Sell	9,516 -144,008	-94%	-$4.1M	﹤0.01%	1036
2020 Q1	$3.93M	Sell	153,524 -25,748	-14%	-$821K	0.09%	205
2019 Q4	$6.33M	Buy	179,272 +27,492	+18%	+$948K	0.14%	146
2019 Q3	$5.11M	Sell	151,780 -8,122	-5%	-$267K	0.15%	137
2019 Q2	$5.29M	Buy	159,902 +64,202	+67%	+$2.11M	0.16%	119
2019 Q1	$3.06M	Buy	95,700 +55,532	+138%	+$1.7M	0.21%	96
2018 Q4	$1.13M	Sell	40,168 -69,138	-63%	-$2.05M	0.19%	132
2018 Q3	$3.46M	Buy	109,306 +50,488	+86%	+$1.62M	0.19%	94
2018 Q2	$1.86M	Buy	58,818 +3,716	+7%	+$121K	0.13%	103
2018 Q1	$1.73M	Buy	+55,102	New	+$1.76M	0.13%	104

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIG

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AE Wealth Management's HEDJ Position: Q2 2026 in Review

AE Wealth Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 1,304 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

AE Wealth Management first reported a position in HEDJ in Q1 2018 and has held it in 31 quarters since. The position peaked at $6.33M in Q4 2019. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

AE Wealth Management held 1,304 shares of WisdomTree Europe Hedged Equity Fund worth $74.3K as of Q2 2026.
AE Wealth Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1995 holding.
AE Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and has held it in 31 quarters since.
AE Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $6.33M in Q4 2019.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.