Cheviot Value Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cheviot Value 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	$550	Hold	11	–	–	﹤0.01%	381
2025 Q4	$567	Hold	11	–	–	﹤0.01%	374
2025 Q3	$549	Hold	11	–	–	﹤0.01%	406
2025 Q2	$520	Buy	11 +1	+10%	+$48	﹤0.01%	393
2025 Q1	$498	Buy	+10	New	+$477	﹤0.01%	416
2020 Q2	–	Sell	-36,162	Closed	-$926K	–	57
2020 Q1	$926K	Sell	36,162 -1,638	-4%	-$52.3K	0.42%	34
2019 Q4	$1.33M	Sell	37,800 -736	-2%	-$25.4K	0.51%	37
2019 Q3	$1.3M	Sell	38,536 -1,974	-5%	-$64.9K	0.55%	38
2019 Q2	$1.34M	Sell	40,510 -990	-2%	-$32.5K	0.58%	38
2019 Q1	$1.33M	Sell	41,500 -6	-0%	-$184	0.64%	36
2018 Q4	$1.17M	Buy	41,506 +370	+0.9%	+$11K	0.61%	35
2018 Q3	$1.3M	Sell	41,136 -2,512	-6%	-$80.5K	0.61%	34
2018 Q2	$1.38M	Buy	43,648 +3,686	+9%	+$120K	0.68%	32
2018 Q1	$1.25M	Buy	39,962 +7,370	+23%	+$235K	0.65%	33
2017 Q4	$1.04M	Buy	32,592 +4,132	+15%	+$134K	0.54%	32
2017 Q3	$921K	Buy	28,460 +7,420	+35%	+$233K	0.5%	32
2017 Q2	$656K	Buy	21,040 +3,376	+19%	+$109K	0.38%	31
2017 Q1	$555K	Buy	17,664 +2,660	+18%	+$79.2K	0.31%	33
2016 Q4	$431K	Buy	15,004 +680	+5%	+$18.6K	0.26%	37
2016 Q3	$385K	Sell	14,324 -7,010	-33%	-$185K	0.24%	33
2016 Q2	$539K	Buy	21,334 +1,150	+6%	+$29.9K	0.32%	30
2016 Q1	$524K	Buy	20,184 +7,220	+56%	+$183K	0.33%	31
2015 Q4	$349K	Buy	12,964 +2,030	+19%	+$59.9K	0.23%	33
2015 Q3	$299K	Buy	10,934 +3,044	+39%	+$91.5K	0.2%	33
2015 Q2	$243K	Buy	+7,890	New	+$258K	0.14%	33

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

Cheviot Value Management's HEDJ Position: Q1 2026 in Review

Cheviot Value Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q1 2026 at 11 shares worth $550. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Cheviot Value Management first reported a position in HEDJ in Q2 2015 and has held it in 25 quarters since. The position peaked at $1.38M in Q2 2018. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Cheviot Value Management held 11 shares of WisdomTree Europe Hedged Equity Fund worth $550 as of Q1 2026.
Cheviot Value Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #381 holding.
Cheviot Value Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and has held it in 25 quarters since.
Cheviot Value Management's WisdomTree Europe Hedged Equity Fund position peaked at $1.38M in Q2 2018.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.