Avantax Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Avantax Advisory Services’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	$458K	Sell	9,516 -94	-1%	-$4.49K	﹤0.01%	1631
2025 Q1	$456K	Buy	9,610 +1,383	+17%	+$65.9K	﹤0.01%	1562
2024 Q4	$360K	Buy	8,227 +112	+1%	+$4.92K	﹤0.01%	1664
2024 Q3	$364K	Sell	8,115 -634	-7%	-$28K	﹤0.01%	1621
2024 Q2	$396K	Sell	8,749 -2,392	-21%	-$113K	﹤0.01%	1522
2024 Q1	$538K	Sell	11,141 -2,421	-18%	-$109K	﹤0.01%	999
2023 Q4	$581K	Sell	13,562 -723	-5%	-$29.2K	0.01%	923
2023 Q3	$564K	Buy	14,285 +163	+1%	+$6.58K	0.01%	897
2023 Q2	$578K	Buy	14,122 +554	+4%	+$22.7K	0.01%	889
2023 Q1	$558K	Sell	13,568 -132	-1%	-$5.18K	0.01%	872
2022 Q4	$479K	Buy	13,700 +22	+0.2%	+$763	0.01%	887
2022 Q3	$425K	Sell	13,678 -1,154	-8%	-$38.9K	0.01%	847
2022 Q2	$486K	Sell	14,832 -1,466	-9%	-$52.6K	0.01%	790
2022 Q1	$600K	Buy	16,298 +72	+0.4%	+$2.73K	0.01%	720
2021 Q4	$650K	Buy	16,226 +42	+0.3%	+$1.66K	0.01%	670
2021 Q3	$614K	Sell	16,184 -1,364	-8%	-$53.5K	0.01%	641
2021 Q2	$669K	Buy	17,548 +114	+0.7%	+$4.3K	0.01%	591
2021 Q1	$632K	Sell	17,434 -506	-3%	-$17.4K	0.01%	552
2020 Q4	$595K	Sell	17,940 -7,948	-31%	-$255K	0.01%	503
2020 Q3	$798K	Buy	25,888 +7,198	+39%	+$224K	0.01%	615
2020 Q2	$570K	Sell	18,690 -592	-3%	-$16.8K	0.02%	451
2020 Q1	$491K	Sell	19,282 -1,982	-9%	-$63.2K	0.01%	438
2019 Q4	$749K	Buy	21,264 +648	+3%	+$22.3K	0.02%	391
2019 Q3	$692K	Buy	20,616 +14	+0.1%	+$461	0.03%	270
2019 Q2	$682K	Buy	20,602 +166	+0.8%	+$5.45K	0.03%	247
2019 Q1	$653K	Sell	20,436 -454	-2%	-$13.9K	0.03%	238
2018 Q4	$589K	Buy	+20,890	New	+$619K	0.1%	197

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

Avantax Advisory Services's HEDJ Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.98% in Q2 2025, selling an estimated $4.49K and leaving 9,516 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Avantax Advisory Services first reported a position in HEDJ in Q4 2018 and has held it in 27 quarters since. The position peaked at $798K in Q3 2020. 213 funds tracked by Wall St. Rank hold HEDJ as of Q2 2025.

Avantax Advisory Services held 9,516 shares of WisdomTree Europe Hedged Equity Fund worth $458K as of Q2 2025.
Avantax Advisory Services sold 94 WisdomTree Europe Hedged Equity Fund shares in Q2 2025, an estimated $4.49K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1631 holding.
Avantax Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $798K in Q3 2020.
213 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.