Clearwater Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Clearwater Capital Advisors’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	$777K	Hold	13,640	–	–	0.06%	100
2026 Q1	$713K	Hold	13,640	–	–	0.06%	96
2025 Q4	$724K	Hold	13,640	–	–	0.06%	94
2025 Q3	$687K	Hold	13,640	–	–	0.06%	97
2025 Q2	$656K	Hold	13,640	–	–	0.06%	93
2025 Q1	$648K	Hold	13,640	–	–	0.06%	93
2024 Q4	$596K	Hold	13,640	–	–	0.06%	97
2024 Q3	$612K	Hold	13,640	–	–	0.06%	94
2024 Q2	$617K	Hold	13,640	–	–	0.07%	86
2024 Q1	$659K	Hold	13,640	–	–	0.07%	83
2023 Q4	$584K	Buy	13,640 +362	+3%	+$14.6K	0.07%	85
2023 Q3	$524K	Sell	13,278 -1,312	-9%	-$52.9K	0.06%	82
2023 Q2	$597K	Sell	14,590 -200	-1%	-$8.21K	0.07%	82
2023 Q1	$608K	Sell	14,790 -280	-2%	-$11K	0.07%	82
2022 Q4	$527K	Sell	15,070 -38,938	-72%	-$1.35M	0.07%	94
2022 Q3	$1.68M	Sell	54,008 -1,050	-2%	-$35.4K	0.23%	60
2022 Q2	$1.8M	Sell	55,058 -1,802	-3%	-$64.6K	0.25%	56
2022 Q1	$2.09M	Sell	56,860 -5,066	-8%	-$192K	0.24%	55
2021 Q4	$2.48M	Sell	61,926 -3,858	-6%	-$152K	0.27%	52
2021 Q3	$2.5M	Sell	65,784 -76	-0.1%	-$2.98K	0.29%	51
2021 Q2	$2.51M	Sell	65,860 -894	-1%	-$33.7K	0.29%	50
2021 Q1	$2.43M	Sell	66,754 -2,228	-3%	-$76.7K	0.3%	48
2020 Q4	$2.29M	Sell	68,982 -1,084	-2%	-$34.8K	0.3%	48
2020 Q3	$2.16M	Sell	70,066 -9,310	-12%	-$290K	0.34%	42
2020 Q2	$2.41M	Sell	79,376 -31,170	-28%	-$887K	0.4%	42
2020 Q1	$2.83M	Sell	110,546 -91,120	-45%	-$2.91M	0.61%	32
2019 Q4	$7.12M	Sell	201,666 -84,836	-30%	-$2.92M	1.19%	22
2019 Q3	$9.64M	Sell	286,502 -95,806	-25%	-$3.15M	1.7%	16
2019 Q2	$12.6M	Sell	382,308 -74,322	-16%	-$2.44M	2.3%	9
2019 Q1	$14.6M	Sell	456,630 -90,362	-17%	-$2.77M	2.74%	5
2018 Q4	$15.4M	Sell	546,992 -72,618	-12%	-$2.15M	3.39%	4
2018 Q3	$19.6M	Sell	619,610 -16,244	-3%	-$521K	3.82%	3
2018 Q2	$20.1M	Buy	635,854 +11,538	+2%	+$376K	4.12%	3
2018 Q1	$19.6M	Buy	624,316 +38,816	+7%	+$1.24M	4.04%	3
2017 Q4	$18.7M	Buy	585,500 +5,616	+1%	+$182K	4.09%	3
2017 Q3	$18.8M	Buy	579,884 +12,636	+2%	+$396K	4.38%	3
2017 Q2	$17.8M	Buy	567,248 +20,670	+4%	+$670K	4.53%	3
2017 Q1	$17M	Buy	546,578 +70,068	+15%	+$2.09M	4.67%	3
2016 Q4	$13.8M	Buy	476,510 +65,074	+16%	+$1.78M	4.8%	3
2016 Q3	$11.1M	Buy	411,436 +30,130	+8%	+$796K	3.88%	5
2016 Q2	$9.35M	Buy	+381,306	New	+$9.9M	3.45%	5

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

Clearwater Capital Advisors's HEDJ Position: Q2 2026 in Review

Clearwater Capital Advisors held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 13,640 shares worth $777K. The position accounts for 0.06% of the portfolio, ranked #100.

Clearwater Capital Advisors first reported a position in HEDJ in Q2 2016 and has held it in 41 quarters since. The position peaked at $20.1M in Q2 2018. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Clearwater Capital Advisors held 13,640 shares of WisdomTree Europe Hedged Equity Fund worth $777K as of Q2 2026.
Clearwater Capital Advisors left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.06% of Clearwater Capital Advisors's portfolio in Q2 2026, its #100 holding.
Clearwater Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and has held it in 41 quarters since.
Clearwater Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $20.1M in Q2 2018.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.