Capstone Wealth Management Group (Oregon)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$457K	Hold	8,012	–	–	0.28%	71
2026 Q1	$419K	Hold	8,012	–	–	0.26%	77
2025 Q4	$425K	Buy	8,012 +100	+1%	+$5.19K	0.26%	71
2025 Q3	$399K	Hold	7,912	–	–	0.25%	74
2025 Q2	$381K	Sell	7,912 -1,600	-17%	-$76.5K	0.28%	67
2025 Q1	$452K	Hold	9,512	–	–	0.36%	57
2024 Q4	$416K	Buy	+9,512	New	+$418K	0.32%	68

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

Capstone Wealth Management Group (Oregon)'s HEDJ Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 8,012 shares worth $457K. The position accounts for 0.28% of the portfolio, ranked #71.

Capstone Wealth Management Group (Oregon) first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 8,012 shares of WisdomTree Europe Hedged Equity Fund worth $457K as of Q2 2026.
Capstone Wealth Management Group (Oregon) left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.28% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #71 holding.
Capstone Wealth Management Group (Oregon) first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.