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Capital Investment Advisory Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Capital Investment Advisory Services’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 		$41.3K Buy
725
+157
+28% +$8.74K ﹤0.01% 981
2026
Q1 		$29.7K Hold
568
– – ﹤0.01% 944
2025
Q4 		$30.1K Hold
568
– – ﹤0.01% 913
2025
Q3 		$28.6K Hold
568
– – ﹤0.01% 858
2025
Q2 		$27.3K Sell
568
-18
-3% -$860 ﹤0.01% 835
2025
Q1 		$27.8K Hold
586
– – ﹤0.01% 775
2024
Q4 		$25.6K Sell
586
-152
-21% -$6.67K ﹤0.01% 736
2024
Q3 		$33.1K Hold
738
– – ﹤0.01% 747
2024
Q2 		$33.4K Sell
738
-36
-5% -$1.7K ﹤0.01% 714
2024
Q1 		$37.4K Sell
774
-18
-2% -$810 ﹤0.01% 692
2023
Q4 		$33.9K Hold
792
– – ﹤0.01% 716
2023
Q3 		$31.3K Hold
792
– – ﹤0.01% 683
2023
Q2 		$32.4K Sell
792
-60
-7% -$2.46K ﹤0.01% 648
2023
Q1 		$35K Sell
852
-608
-42% -$23.8K ﹤0.01% 631
2022
Q4 		$51.1K Sell
1,460
-12
-0.8% -$416 0.01% 613
2022
Q3 		$46K Sell
1,472
-112
-7% -$3.78K 0.01% 578
2022
Q2 		$52K Buy
1,584
+48
+3% +$1.72K 0.01% 590
2022
Q1 		$57K Buy
1,536
+28
+2% +$1.06K 0.01% 613
2021
Q4 		$60K Buy
+1,508
New +$59.4K 0.01% 586
2020
Q2 		– Sell
-14,892
Closed -$382K – 593
2020
Q1 		$382K Sell
14,892
-2,794
-16% -$89.1K 0.09% 196
2019
Q4 		$624K Sell
17,686
-360
-2% -$12.4K 0.17% 130
2019
Q3 		$607K Buy
18,046
+604
+3% +$19.9K 0.17% 116
2019
Q2 		$580K Buy
17,442
+2,638
+18% +$86.6K 0.18% 119
2019
Q1 		$473K Buy
14,804
+64
+0.4% +$1.96K 0.18% 118
2018
Q4 		$416K Buy
14,740
+1,000
+7% +$29.6K 0.18% 114
2018
Q3 		$434K Buy
13,740
+602
+5% +$19.3K 0.2% 123
2018
Q2 		$415K Sell
13,138
-2,646
-17% -$86.3K 0.21% 127
2018
Q1 		$495K Buy
15,784
+3,590
+29% +$115K 0.28% 92
2017
Q4 		$388K Sell
12,194
-212
-2% -$6.89K 0.23% 110
2017
Q3 		$401K Sell
12,406
-100
-0.8% -$3.13K 0.25% 100
2017
Q2 		$390K Sell
12,506
-590
-5% -$19.1K 0.26% 98
2017
Q1 		$411K Buy
+13,096
New +$390K 0.3% 83

Other funds holding HEDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Capital Investment Advisory Services's HEDJ Position: Q2 2026 in Review

Capital Investment Advisory Services increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 28% in Q2 2026, buying an estimated $8.74K and bringing the position to 725 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Capital Investment Advisory Services first reported a position in HEDJ in Q1 2017 and has held it in 32 quarters since. The position peaked at $624K in Q4 2019. 61 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Capital Investment Advisory Services held 725 shares of WisdomTree Europe Hedged Equity Fund worth $41.3K as of Q2 2026.
  • Capital Investment Advisory Services bought 157 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $8.74K.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #981 holding.
  • Capital Investment Advisory Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2017 and has held it in 32 quarters since.
  • Capital Investment Advisory Services's WisdomTree Europe Hedged Equity Fund position peaked at $624K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.