AlTi Global’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

AlTi Global’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 Q2	–	Sell	-14,939	Closed	-$709K	–	431
2025 Q1	$709K	Hold	14,939	–	–	0.02%	246
2024 Q4	$685K	Buy	14,939 +1	+0%	+$44	0.02%	251
2024 Q3	$671K	Buy	14,938 +1	+0%	+$44	0.02%	246
2024 Q2	$675K	Buy	14,937 +5	+0%	+$236	0.02%	234
2024 Q1	$721K	Hold	14,932	–	–	0.02%	220
2023 Q4	$640K	Buy	+14,932	New	+$604K	0.02%	225

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

AlTi Global's HEDJ Position: Q2 2025 in Review

AlTi Global sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2025, closing a stake of 14,939 shares — an estimated $709K sold.

AlTi Global first reported a position in HEDJ in Q4 2023 and held it in 6 quarters. The position peaked at $721K in Q1 2024. 213 funds tracked by Wall St. Rank hold HEDJ as of Q2 2025.

AlTi Global reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
AlTi Global sold 14,939 WisdomTree Europe Hedged Equity Fund shares in Q2 2025, an estimated $709K.
AlTi Global first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2023 and held it in 6 quarters.
AlTi Global's WisdomTree Europe Hedged Equity Fund position peaked at $721K in Q1 2024.
213 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2025.

Based on AlTi Global's 13F filing for Q2 2025, filed 31 Jul 2025.