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

AllSquare 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
2025 Q3	$2.67K	Sell	53 -25	-32%	-$1.23K	﹤0.01%	457
2025 Q2	$3.75K	Hold	78	–	–	﹤0.01%	444
2025 Q1	$3.7K	Hold	78	–	–	﹤0.01%	446
2024 Q4	$3.41K	Hold	78	–	–	﹤0.01%	446
2024 Q3	$3.5K	Hold	78	–	–	﹤0.01%	447
2024 Q2	$3.53K	Hold	78	–	–	﹤0.01%	441
2024 Q1	$3.77K	Hold	78	–	–	﹤0.01%	440
2023 Q4	$3.34K	Hold	78	–	–	﹤0.01%	445
2023 Q3	$3.08K	Hold	78	–	–	﹤0.01%	449
2023 Q2	$3.17K	Hold	78	–	–	﹤0.01%	462
2023 Q1	$3.21K	Hold	78	–	–	﹤0.01%	454
2022 Q4	$2.73K	Hold	78	–	–	﹤0.01%	448
2022 Q3	$2K	Hold	78	–	–	﹤0.01%	456
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	443
2022 Q1	$3K	Hold	78	–	–	﹤0.01%	446
2021 Q4	$3K	Hold	78	–	–	﹤0.01%	449
2021 Q3	$3K	Hold	78	–	–	﹤0.01%	432
2021 Q2	$3K	Hold	78	–	–	﹤0.01%	452
2021 Q1	$3K	Hold	78	–	–	﹤0.01%	440
2020 Q4	$3K	Hold	78	–	–	﹤0.01%	401
2020 Q3	$2K	Hold	78	–	–	﹤0.01%	426
2020 Q2	$2K	Hold	78	–	–	﹤0.01%	425
2020 Q1	$2K	Hold	78	–	–	﹤0.01%	404
2019 Q4	$3K	Hold	78	–	–	﹤0.01%	397
2019 Q3	$3K	Hold	78	–	–	﹤0.01%	395
2019 Q2	$3K	Hold	78	–	–	﹤0.01%	409
2019 Q1	$2K	Hold	78	–	–	﹤0.01%	430
2018 Q4	$2K	Hold	78	–	–	﹤0.01%	420
2018 Q3	$2K	Hold	78	–	–	﹤0.01%	441
2018 Q2	$2K	Hold	78	–	–	﹤0.01%	450
2018 Q1	$2K	Hold	78	–	–	﹤0.01%	365
2017 Q4	$2K	Hold	78	–	–	﹤0.01%	357
2017 Q3	$3K	Hold	78	–	–	﹤0.01%	323
2017 Q2	$2K	Hold	78	–	–	﹤0.01%	159
2017 Q1	$2K	Hold	78	–	–	﹤0.01%	334
2016 Q4	$2K	Buy	+78	New	+$2.13K	﹤0.01%	309

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BIG

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

AllSquare Wealth Management's HEDJ Position: Q3 2025 in Review

AllSquare Wealth Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 32% in Q3 2025, selling an estimated $1.23K and leaving 53 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

AllSquare Wealth Management first reported a position in HEDJ in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.77K in Q1 2024. 214 funds tracked by Wall St. Rank hold HEDJ as of Q3 2025.

AllSquare Wealth Management held 53 shares of WisdomTree Europe Hedged Equity Fund worth $2.67K as of Q3 2025.
AllSquare Wealth Management sold 25 WisdomTree Europe Hedged Equity Fund shares in Q3 2025, an estimated $1.23K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #457 holding.
AllSquare Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and has held it in 36 quarters since.
AllSquare Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $3.77K in Q1 2024.
214 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.