Boreal Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Boreal Capital 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 Q1	$285K	Buy	+1	New	+$54	0.23%	94
2025 Q4	–	Hold	0	–	–	–	104
2025 Q3	–	Hold	0	–	–	–	106
2025 Q2	–	Hold	0	–	–	–	111

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

Boreal Capital Management's HEDJ Position: Q1 2026 in Review

Boreal Capital Management opened a new position in WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2026: 1 share worth $285K. The stake represents 0.23% of the portfolio and ranks #94 among its holdings.

220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Boreal Capital Management held 1 share of WisdomTree Europe Hedged Equity Fund worth $285K as of Q1 2026.
WisdomTree Europe Hedged Equity Fund was a new Boreal Capital Management position in Q1 2026.
WisdomTree Europe Hedged Equity Fund made up 0.23% of Boreal Capital Management's portfolio in Q1 2026, its #94 holding.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.