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

Concorde 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
2026 Q1	$289K	Hold	5,530	–	–	0.14%	143
2025 Q4	$293K	Hold	5,530	–	–	0.12%	164
2025 Q3	$283K	Buy	+5,530	New	+$273K	0.12%	162
2025 Q1	$253K	Hold	5,530	–	–	0.14%	138
2024 Q4	$242K	Hold	5,530	–	–	0.13%	152
2024 Q3	$248K	Sell	5,530 -317	-5%	-$14K	0.14%	135
2024 Q2	$264K	Buy	5,847 +5	+0.1%	+$236	0.16%	118
2024 Q1	$282K	Sell	5,842 -5	-0.1%	-$225	0.19%	101
2023 Q4	$251K	Hold	5,847	–	–	0.17%	124
2023 Q3	$231K	Sell	5,847 -1	-0%	-$40	0.21%	122
2023 Q2	$239K	Buy	5,848 +6	+0.1%	+$246	0.22%	104
2023 Q1	$240K	Sell	5,842 -8	-0.1%	-$314	0.28%	64
2022 Q4	$205K	Buy	+5,850	New	+$203K	0.18%	128
2022 Q2	–	Sell	-5,850	Closed	-$215K	–	132
2022 Q1	$215K	Hold	5,850	–	–	0.14%	140
2021 Q4	$234K	Hold	5,850	–	–	0.14%	145
2021 Q3	$222K	Sell	5,850 -2,000	-25%	-$78.4K	0.13%	171
2021 Q2	$299K	Sell	7,850 -10	-0.1%	-$377	0.17%	133
2021 Q1	$286K	Hold	7,860	–	–	0.16%	148
2020 Q4	$260K	Hold	7,860	–	–	0.14%	118
2020 Q3	$243K	Buy	+7,860	New	+$245K	0.14%	150
2015 Q4	–	Sell	-9,384	Closed	-$257K	–	114
2015 Q3	$257K	Buy	+9,384	New	+$282K	0.44%	74

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

Concorde Asset Management's HEDJ Position: Q1 2026 in Review

Concorde Asset Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q1 2026 at 5,530 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #143.

Concorde Asset Management first reported a position in HEDJ in Q3 2015 and has held it in 21 quarters since. The position peaked at $299K in Q2 2021. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Concorde Asset Management held 5,530 shares of WisdomTree Europe Hedged Equity Fund worth $289K as of Q1 2026.
Concorde Asset Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Europe Hedged Equity Fund made up 0.14% of Concorde Asset Management's portfolio in Q1 2026, its #143 holding.
Concorde Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2015 and has held it in 21 quarters since.
Concorde Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $299K in Q2 2021.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.