Alethea Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Alethea Capital 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	$408K	Sell	7,165 -265	-4%	-$14.7K	0.17%	30
2026 Q1	$389K	Hold	7,430	–	–	0.2%	9
2025 Q4	$394K	Sell	7,430 -495	-6%	-$25.7K	0.19%	9
2025 Q3	$399K	Hold	7,925	–	–	0.26%	24
2025 Q2	$381K	Hold	7,925	–	–	0.29%	12
2025 Q1	$376K	Hold	7,925	–	–	0.28%	7
2024 Q4	$346K	Sell	7,925 -95	-1%	-$4.17K	0.3%	22
2024 Q3	$360K	Hold	8,020	–	–	0.26%	24
2024 Q2	$363K	Hold	8,020	–	–	0.28%	25
2024 Q1	$387K	Hold	8,020	–	–	0.31%	28
2023 Q4	$344K	Hold	8,020	–	–	0.4%	17
2023 Q3	$317K	Hold	8,020	–	–	0.39%	33
2023 Q2	$328K	Hold	8,020	–	–	0.35%	43
2023 Q1	$330K	Hold	8,020	–	–	0.35%	42
2022 Q4	$281K	Hold	8,020	–	–	0.27%	31
2022 Q3	$249K	Hold	8,020	–	–	0.31%	48
2022 Q2	$263K	Hold	8,020	–	–	0.33%	56
2022 Q1	$295K	Hold	8,020	–	–	0.27%	54
2021 Q4	$321K	Hold	8,020	–	–	0.27%	56
2021 Q3	$305K	Hold	8,020	–	–	0.27%	61
2021 Q2	$306K	Sell	8,020 -1,448	-15%	-$54.6K	0.19%	64
2021 Q1	$344K	Hold	9,468	–	–	0.21%	59
2020 Q4	$314K	Hold	9,468	–	–	0.16%	58
2020 Q3	$292K	Sell	9,468 -168	-2%	-$5.23K	0.2%	54
2020 Q2	$293K	Hold	9,636	–	–	0.17%	71
2020 Q1	$247K	Buy	+9,636	New	+$307K	0.16%	67

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

Alethea Capital Management's HEDJ Position: Q2 2026 in Review

Alethea Capital Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 3.6% in Q2 2026, selling an estimated $14.7K and leaving 7,165 shares worth $408K. The position accounts for 0.17% of the portfolio, ranked #30.

Alethea Capital Management first reported a position in HEDJ in Q1 2020 and has held it in 26 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Alethea Capital Management held 7,165 shares of WisdomTree Europe Hedged Equity Fund worth $408K as of Q2 2026.
Alethea Capital Management sold 265 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $14.7K.
WisdomTree Europe Hedged Equity Fund made up 0.17% of Alethea Capital Management's portfolio in Q2 2026, its #30 holding.
Alethea Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2020 and has held it in 26 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Alethea Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.