Clear Harbor Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Clear Harbor Asset 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
2021 Q3	–	Sell	-8,000	Closed	-$305K	–	395
2021 Q2	$305K	Buy	+8,000	New	+$302K	0.04%	278

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

Clear Harbor Asset Management's HEDJ Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.2% in Q1 2026, selling an estimated $540 and leaving 4,901 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #385.

Clear Harbor Asset Management first reported a position in HEDJ in Q3 2014 and has held it in 46 quarters since. The position peaked at $2.3M in Q2 2015. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Clear Harbor Asset Management held 4,901 shares of WisdomTree Europe Hedged Equity Fund worth $256K as of Q1 2026.
Clear Harbor Asset Management sold 10 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $540.
WisdomTree Europe Hedged Equity Fund made up 0.02% of Clear Harbor Asset Management's portfolio in Q1 2026, its #385 holding.
Clear Harbor Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and has held it in 46 quarters since.
Clear Harbor Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $2.3M in Q2 2015.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.