Atria Wealth Solutions’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Atria Wealth Solutions’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	$263K	Sell	5,419 -7,759	-59%	-$371K	0.01%	1225
2025 Q1	$626K	Sell	13,178 -552	-4%	-$26.3K	0.01%	1091
2024 Q4	$600K	Sell	13,730 -1,515	-10%	-$66.5K	0.01%	1172
2024 Q3	$685K	Sell	15,245 -5,496	-26%	-$243K	0.01%	1081
2024 Q2	$938K	Buy	20,741 +156	+0.8%	+$7.36K	0.01%	921
2024 Q1	$994K	Buy	20,585 +4,495	+28%	+$202K	0.01%	914
2023 Q4	$689K	Sell	16,090 -1,633	-9%	-$66.1K	0.01%	1046
2023 Q3	$700K	Buy	17,723 +111	+0.6%	+$4.48K	0.01%	978
2023 Q2	$721K	Buy	17,612 +1,760	+11%	+$72.2K	0.01%	990
2023 Q1	$652K	Buy	15,852 +1,100	+7%	+$43.1K	0.01%	992
2022 Q4	$516K	Buy	14,752 +144	+1%	+$5K	0.01%	1060
2022 Q3	$454K	Buy	14,608 +4,162	+40%	+$140K	0.01%	1073
2022 Q2	$342K	Sell	10,446 -528	-5%	-$18.9K	0.01%	1145
2022 Q1	$404K	Buy	+10,974	New	+$416K	0.01%	1176

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

Atria Wealth Solutions's HEDJ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 59% in Q2 2025, selling an estimated $371K and leaving 5,419 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1225.

Atria Wealth Solutions first reported a position in HEDJ in Q1 2022 and has held it in 14 quarters since. The position peaked at $994K in Q1 2024. 213 funds tracked by Wall St. Rank hold HEDJ as of Q2 2025.

Atria Wealth Solutions held 5,419 shares of WisdomTree Europe Hedged Equity Fund worth $263K as of Q2 2025.
Atria Wealth Solutions sold 7,759 WisdomTree Europe Hedged Equity Fund shares in Q2 2025, an estimated $371K.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1225 holding.
Atria Wealth Solutions first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's WisdomTree Europe Hedged Equity Fund position peaked at $994K in Q1 2024.
213 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.