AssetMark Inc
HEDJ icon

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
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 +$9.54K ﹤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% +$9.59M 0.24% 78
2014
Q4 		$820K Buy
+29,482
New +$834K 0.02% 318

Other funds holding HEDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc's HEDJ Position: Q2 2026 in Review

AssetMark Inc held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 177 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

AssetMark Inc first reported a position in HEDJ in Q4 2014 and has held it in 31 quarters since. The position peaked at $39.5M in Q4 2015. 102 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • AssetMark Inc held 177 shares of WisdomTree Europe Hedged Equity Fund worth $10.1K as of Q2 2026.
  • AssetMark Inc left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2446 holding.
  • AssetMark Inc first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 31 quarters since.
  • AssetMark Inc's WisdomTree Europe Hedged Equity Fund position peaked at $39.5M in Q4 2015.
  • 102 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.