AssetMark Inc’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

AssetMark Inc’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 Q3	$73.2K	Buy	1,320 +1,143	+646%	+$64.9K	﹤0.01%	1749
2026 Q2	$10.1K	Hold	177	–	–	﹤0.01%	2446
2026 Q1	$9.26K	Sell	177 -216	-55%	-$11.7K	﹤0.01%	2335
2025 Q4	$20.9K	Hold	393	–	–	﹤0.01%	1988
2025 Q3	$19.8K	Buy	393 +177	+82%	+$8.74K	﹤0.01%	1920
2025 Q2	$10.4K	Hold	216	–	–	﹤0.01%	1948
2025 Q1	$10.3K	Hold	216	–	–	﹤0.01%	1846
2024 Q4	$9.44K	Hold	216	–	–	﹤0.01%	1801
2024 Q3	$9.7K	Buy	+216	New	+$9.5K	﹤0.01%	1627
2021 Q1	–	Sell	-170	Closed	-$6K	–	1416
2020 Q4	$6K	Buy	+170	New	+$5.46K	﹤0.01%	995
2020 Q2	–	Sell	-40	Closed	-$1K	–	1330
2020 Q1	$1K	Sell	40 -158	-80%	-$5.04K	﹤0.01%	1257
2019 Q4	$7K	Sell	198 -350	-64%	-$12.1K	﹤0.01%	1061
2019 Q3	$18K	Hold	548	–	–	﹤0.01%	900
2019 Q2	$18K	Hold	548	–	–	﹤0.01%	896
2019 Q1	$18K	Hold	548	–	–	﹤0.01%	895
2018 Q4	$15K	Hold	548	–	–	﹤0.01%	938
2018 Q3	$17K	Hold	548	–	–	﹤0.01%	957
2018 Q2	$17K	Hold	548	–	–	﹤0.01%	957
2018 Q1	$17K	Hold	548	–	–	﹤0.01%	962
2017 Q4	$17K	Hold	548	–	–	﹤0.01%	1024
2017 Q3	$18K	Hold	548	–	–	﹤0.01%	941
2017 Q2	$17K	Sell	548 -1,330	-71%	-$43.1K	﹤0.01%	943
2017 Q1	$59K	Buy	1,878 +4	+0.2%	+$119	﹤0.01%	606
2016 Q4	$54K	Sell	1,874 -30	-2%	-$821	﹤0.01%	600
2016 Q3	$51K	Sell	1,904 -210	-10%	-$5.55K	﹤0.01%	604
2016 Q2	$53K	Sell	2,114 -884,722	-100%	-$23M	﹤0.01%	591
2016 Q1	$23M	Sell	886,836 -580,150	-40%	-$14.7M	0.4%	63
2015 Q4	$39.5M	Buy	1,466,986 +300,496	+26%	+$8.87M	0.73%	43
2015 Q3	$31.9M	Buy	1,166,490 +273,630	+31%	+$8.23M	0.66%	43
2015 Q2	$27.5M	Buy	892,860 +553,948	+163%	+$18.1M	0.57%	47
2015 Q1	$11.2M	Buy	338,912 +309,430	+1,050%	+$9.6M	0.24%	78
2014 Q4	$820K	Buy	+29,482	New	+$834K	0.02%	318

Other funds holding HEDJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Sharper & Granite El Segundo, California $293M AUM 12.25% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc's HEDJ Position: Q3 2026 in Review

AssetMark Inc increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 646% in Q3 2026, buying an estimated $64.9K and bringing the position to 1,320 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

AssetMark Inc first reported a position in HEDJ in Q4 2014 and has held it in 32 quarters since. The position peaked at $39.5M in Q4 2015. 118 funds tracked by Wall St. Rank hold HEDJ as of Q3 2026.

AssetMark Inc held 1,320 shares of WisdomTree Europe Hedged Equity Fund worth $73.2K as of Q3 2026.
AssetMark Inc bought 1,143 WisdomTree Europe Hedged Equity Fund shares in Q3 2026, an estimated $64.9K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1749 holding.
AssetMark Inc first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 32 quarters since.
AssetMark Inc's WisdomTree Europe Hedged Equity Fund position peaked at $39.5M in Q4 2015.
118 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.