Concord Wealth Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Concord Wealth Partners’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
2025 Q3	–	Sell	-37	Closed	-$1.78K	–	854
2025 Q2	$1.78K	Hold	37	–	–	﹤0.01%	728
2025 Q1	$1.76K	Hold	37	–	–	﹤0.01%	688
2024 Q4	$1.62K	Sell	37 -472	-93%	-$20.7K	﹤0.01%	732
2024 Q3	$22.9K	Sell	509 -29,249	-98%	-$1.29M	﹤0.01%	451
2024 Q2	$1.35M	Buy	29,758 +579	+2%	+$27.3K	0.24%	83
2024 Q1	$1.41M	Buy	29,179 +1,397	+5%	+$62.8K	0.25%	79
2023 Q4	$1.19M	Buy	27,782 +621	+2%	+$25.1K	0.24%	85
2023 Q3	$1.07M	Buy	+27,161	New	+$1.1M	0.23%	76

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Concord Wealth Partners's HEDJ Position: Q3 2025 in Review

Concord Wealth Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2025, closing a stake of 37 shares — an estimated $1.78K sold.

Concord Wealth Partners first reported a position in HEDJ in Q3 2023 and held it in 8 quarters. The position peaked at $1.41M in Q1 2024. 214 funds tracked by Wall St. Rank hold HEDJ as of Q3 2025.

Concord Wealth Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 37 WisdomTree Europe Hedged Equity Fund shares in Q3 2025, an estimated $1.78K.
Concord Wealth Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2023 and held it in 8 quarters.
Concord Wealth Partners's WisdomTree Europe Hedged Equity Fund position peaked at $1.41M in Q1 2024.
214 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.