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

AlphaCore Capital’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	$475K	Hold	8,334	–	–	0.01%	708
2026 Q1	$436K	Hold	8,334	–	–	0.01%	589
2025 Q4	$442K	Hold	8,334	–	–	0.01%	652
2025 Q3	$420K	Hold	8,334	–	–	0.01%	492
2025 Q2	$401K	Hold	8,334	–	–	0.02%	418
2025 Q1	$396K	Buy	8,334 +2,034	+32%	+$97K	0.03%	307
2024 Q4	$276K	Hold	6,300	–	–	0.06%	183
2024 Q3	$283K	Hold	6,300	–	–	0.06%	165
2024 Q2	$285K	Hold	6,300	–	–	0.07%	160
2024 Q1	$304K	Hold	6,300	–	–	0.08%	125
2023 Q4	$270K	Hold	6,300	–	–	0.04%	196
2023 Q3	$249K	Hold	6,300	–	–	0.04%	194
2023 Q2	$258K	Buy	+6,300	New	+$259K	0.04%	182

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

AlphaCore Capital's HEDJ Position: Q2 2026 in Review

AlphaCore Capital held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 8,334 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #708.

AlphaCore Capital first reported a position in HEDJ in Q2 2023 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

AlphaCore Capital held 8,334 shares of WisdomTree Europe Hedged Equity Fund worth $475K as of Q2 2026.
AlphaCore Capital left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #708 holding.
AlphaCore Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2023 and has held it in 13 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.