Chancellor Financial Group WB’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Chancellor Financial Group WB’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	$278K	Sell	4,879 -817	-14%	-$45.5K	0.17%	115
2026 Q1	$298K	Sell	5,696 -420	-7%	-$22.7K	0.21%	95
2025 Q4	$324K	Sell	6,116 -190	-3%	-$9.85K	0.22%	89
2025 Q3	$318K	Buy	6,306 +1	+0%	+$49	0.22%	91
2025 Q2	$303K	Buy	6,305 +3	+0%	+$143	0.23%	89
2025 Q1	$299K	Buy	6,302 +1	+0%	+$48	0.25%	83
2024 Q4	$275K	Buy	+6,301	New	+$277K	0.22%	91

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

Chancellor Financial Group WB's HEDJ Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 14% in Q2 2026, selling an estimated $45.5K and leaving 4,879 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #115.

Chancellor Financial Group WB first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2025. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Chancellor Financial Group WB held 4,879 shares of WisdomTree Europe Hedged Equity Fund worth $278K as of Q2 2026.
Chancellor Financial Group WB sold 817 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $45.5K.
WisdomTree Europe Hedged Equity Fund made up 0.17% of Chancellor Financial Group WB's portfolio in Q2 2026, its #115 holding.
Chancellor Financial Group WB first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
Chancellor Financial Group WB's WisdomTree Europe Hedged Equity Fund position peaked at $324K in Q4 2025.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.