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

Beacon Pointe 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 Q1	$265K	Buy	+5,062	New	+$273K	﹤0.01%	1605
2025 Q3	–	Sell	-5,912	Closed	-$284K	–	1443
2025 Q2	$284K	Hold	5,912	–	–	﹤0.01%	1071
2025 Q1	$281K	Sell	5,912 -1,200	-17%	-$57.2K	﹤0.01%	1044
2024 Q4	$311K	Sell	7,112 -900	-11%	-$39.5K	﹤0.01%	990
2024 Q3	$360K	Hold	8,012	–	–	﹤0.01%	960
2024 Q2	$362K	Hold	8,012	–	–	﹤0.01%	991
2024 Q1	$387K	Hold	8,012	–	–	﹤0.01%	1009
2023 Q4	$343K	Hold	8,012	–	–	﹤0.01%	1032
2023 Q3	$316K	Hold	8,012	–	–	﹤0.01%	1044
2023 Q2	$328K	Buy	8,012 +150	+2%	+$6.16K	0.01%	861
2023 Q1	$323K	Hold	7,862	–	–	0.01%	909
2022 Q4	$275K	Buy	7,862 +502	+7%	+$17.4K	0.01%	893
2022 Q3	$229K	Hold	7,360	–	–	0.01%	884
2022 Q2	$239K	Sell	7,360 -1,872	-20%	-$67.1K	0.01%	910
2022 Q1	$340K	Buy	9,232 +872	+10%	+$33K	﹤0.01%	935
2021 Q4	$335K	Hold	8,360	–	–	0.01%	689
2021 Q3	$318K	Buy	+8,360	New	+$328K	0.01%	687

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Pointe Advisors's HEDJ Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2026: 5,062 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in HEDJ as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in HEDJ in Q3 2021 and has held it in 17 quarters since. The position peaked at $387K in Q1 2024. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Beacon Pointe Advisors held 5,062 shares of WisdomTree Europe Hedged Equity Fund worth $265K as of Q1 2026.
WisdomTree Europe Hedged Equity Fund was a new Beacon Pointe Advisors position in Q1 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1605 holding.
Beacon Pointe Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2021 and has held it in 17 quarters since.
Beacon Pointe Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $387K in Q1 2024.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.