Atala Financial’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Atala Financial’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	-880	Closed	-$41.8K	–	253
2025 Q1	$41.8K	Hold	880	–	–	0.03%	187
2024 Q4	$38.5K	Buy	+880	New	+$38.6K	0.03%	205

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

BIG

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Atala Financial's HEDJ Position: Q2 2025 in Review

Atala Financial sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2025, closing a stake of 880 shares — an estimated $41.8K sold.

Atala Financial first reported a position in HEDJ in Q4 2024 and held it in 2 quarters. The position peaked at $41.8K in Q1 2025. 213 funds tracked by Wall St. Rank hold HEDJ as of Q2 2025.

Atala Financial reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 880 WisdomTree Europe Hedged Equity Fund shares in Q2 2025, an estimated $41.8K.
Atala Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and held it in 2 quarters.
Atala Financial's WisdomTree Europe Hedged Equity Fund position peaked at $41.8K in Q1 2025.
213 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.