Clearstead Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Clearstead Trust’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	$28.5K	Hold	500	–	–	﹤0.01%	402
2026 Q1	$26.1K	Hold	500	–	–	﹤0.01%	396
2025 Q4	$26.5K	Hold	500	–	–	﹤0.01%	411
2025 Q3	$25.2K	Hold	500	–	–	﹤0.01%	405
2025 Q2	$24.1K	Hold	500	–	–	﹤0.01%	400
2025 Q1	$23.7K	Hold	500	–	–	0.01%	337
2024 Q4	$21.9K	Hold	500	–	–	﹤0.01%	315
2024 Q3	$22.4K	Hold	500	–	–	0.01%	297
2024 Q2	$22.6K	Hold	500	–	–	0.01%	302
2024 Q1	$24.1K	Buy	+500	New	+$22.5K	0.01%	294

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

Clearstead Trust's HEDJ Position: Q2 2026 in Review

Clearstead Trust held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 500 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Clearstead Trust first reported a position in HEDJ in Q1 2024 and has held it in 10 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Clearstead Trust held 500 shares of WisdomTree Europe Hedged Equity Fund worth $28.5K as of Q2 2026.
Clearstead Trust left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #402 holding.
Clearstead Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2024 and has held it in 10 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.