Caldwell Sutter Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Caldwell Sutter Capital’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	$484K	Buy	8,489 +133	+2%	+$7.4K	0.18%	136
2026 Q1	$437K	Buy	8,356 +70	+0.8%	+$3.78K	0.18%	133
2025 Q4	$440K	Hold	8,286	–	–	0.19%	130
2025 Q3	$418K	Hold	8,286	–	–	0.18%	133
2025 Q2	$399K	Buy	8,286 +150	+2%	+$7.17K	0.18%	130
2025 Q1	$386K	Hold	8,136	–	–	0.18%	131
2024 Q4	$356K	Hold	8,136	–	–	0.17%	134
2024 Q3	$365K	Hold	8,136	–	–	0.17%	135
2024 Q2	$368K	Hold	8,136	–	–	0.18%	131
2024 Q1	$393K	Hold	8,136	–	–	0.19%	129
2023 Q4	$349K	Buy	8,136 +1,692	+26%	+$68.4K	0.18%	128
2023 Q3	$255K	Hold	6,444	–	–	0.14%	147
2023 Q2	$264K	Buy	+6,444	New	+$264K	0.14%	148

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

Caldwell Sutter Capital's HEDJ Position: Q2 2026 in Review

Caldwell Sutter Capital increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.6% in Q2 2026, buying an estimated $7.4K and bringing the position to 8,489 shares worth $484K. The position accounts for 0.18% of the portfolio, ranked #136.

Caldwell Sutter Capital first reported a position in HEDJ in Q2 2023 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Caldwell Sutter Capital held 8,489 shares of WisdomTree Europe Hedged Equity Fund worth $484K as of Q2 2026.
Caldwell Sutter Capital bought 133 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $7.4K.
WisdomTree Europe Hedged Equity Fund made up 0.18% of Caldwell Sutter Capital's portfolio in Q2 2026, its #136 holding.
Caldwell Sutter Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2023 and has held it in 13 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.