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Ballast Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Ballast Advisors’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 		– Sell
-317
Closed -$16.6K – 276
2026
Q1 		$16.6K Buy
+317
New +$17.1K ﹤0.01% 289

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ballast Advisors's HEDJ Position: Q2 2026 in Review

Ballast Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2026, closing a stake of 317 shares — an estimated $16.6K sold.

Ballast Advisors first reported a position in HEDJ in Q1 2026 and held it in 1 quarter. The position peaked at $16.6K in Q1 2026. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Ballast Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 317 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $16.6K.
  • Ballast Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $16.6K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.