Avalon Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Avalon Trust’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 Q4	–	Sell	-1,000	Closed	-$50.4K	–	529
2025 Q3	$50.4K	Sell	1,000 -1,000	-50%	-$49.4K	﹤0.01%	320
2025 Q2	$96.2K	Buy	+2,000	New	+$95.6K	0.01%	199

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIG

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avalon Trust's HEDJ Position: Q4 2025 in Review

Avalon Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2025, closing a stake of 1,000 shares — an estimated $50.4K sold.

Avalon Trust first reported a position in HEDJ in Q2 2025 and held it in 2 quarters. The position peaked at $96.2K in Q2 2025. 223 funds tracked by Wall St. Rank hold HEDJ as of Q4 2025.

Avalon Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 1,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2025, an estimated $50.4K.
Avalon Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2025 and held it in 2 quarters.
Avalon Trust's WisdomTree Europe Hedged Equity Fund position peaked at $96.2K in Q2 2025.
223 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.