Bernard Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bernard Wealth Management’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	$173K	Sell	3,043 -167	-5%	-$9.29K	0.06%	71
2026 Q1	$168K	Sell	3,210 -229	-7%	-$12.4K	0.07%	70
2025 Q4	$182K	Hold	3,439	–	–	0.07%	65
2025 Q3	$173K	Sell	3,439 -54	-2%	-$2.67K	0.07%	63
2025 Q2	$168K	Sell	3,493 -57	-2%	-$2.73K	0.08%	62
2025 Q1	$169K	Sell	3,550 -68	-2%	-$3.24K	0.08%	63
2024 Q4	$158K	Buy	+3,618	New	+$159K	0.07%	63

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bernard Wealth Management's HEDJ Position: Q2 2026 in Review

Bernard Wealth Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 5.2% in Q2 2026, selling an estimated $9.29K and leaving 3,043 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #71.

Bernard Wealth Management first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $182K in Q4 2025. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Bernard Wealth Management held 3,043 shares of WisdomTree Europe Hedged Equity Fund worth $173K as of Q2 2026.
Bernard Wealth Management sold 167 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $9.29K.
WisdomTree Europe Hedged Equity Fund made up 0.06% of Bernard Wealth Management's portfolio in Q2 2026, its #71 holding.
Bernard Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $182K in Q4 2025.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.