Corient Private Wealth
HEDJ icon

Corient Private Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Corient Private Wealth’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 		$2.79M Sell
48,984
-1,720
-3% -$95.7K ﹤0.01% 1169
2026
Q1 		$2.65M Sell
50,704
-1,091
-2% -$58.9K ﹤0.01% 1113
2025
Q4 		$2.75M Sell
51,795
-1,044
-2% -$54.1K ﹤0.01% 1007
2025
Q3 		$2.66M Buy
52,839
+25,173
+91% +$1.24M ﹤0.01% 946
2025
Q2 		$1.33M Buy
27,666
+4,723
+21% +$226K ﹤0.01% 1225
2025
Q1 		$1.09M Sell
22,943
-8,010
-26% -$382K ﹤0.01% 1235
2024
Q4 		$978K Sell
30,953
-4,597
-13% -$202K ﹤0.01% 1326
2024
Q3 		$1.6M Buy
35,550
+1,747
+5% +$77.2K ﹤0.01% 1201
2024
Q2 		$1.53M Buy
33,803
+98
+0.3% +$4.63K ﹤0.01% 1150
2024
Q1 		$1.63M Sell
33,705
-650
-2% -$29.2K ﹤0.01% 1124
2023
Q4 		$1.47M Sell
34,355
-493
-1% -$19.9K ﹤0.01% 1135
2023
Q3 		$1.38M Buy
34,848
+12,854
+58% +$519K ﹤0.01% 1068
2023
Q2 		$900K Sell
21,994
-342
-2% -$14K ﹤0.01% 1194
2023
Q1 		$918K Buy
22,336
+5,202
+30% +$204K ﹤0.01% 1120
2022
Q4 		$599K Buy
+17,134
New +$595K ﹤0.01% 1084

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Corient Private Wealth's HEDJ Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 3.4% in Q2 2026, selling an estimated $95.7K and leaving 48,984 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Corient Private Wealth first reported a position in HEDJ in Q4 2022 and has held it in 15 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Corient Private Wealth held 48,984 shares of WisdomTree Europe Hedged Equity Fund worth $2.79M as of Q2 2026.
  • Corient Private Wealth sold 1,720 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $95.7K.
  • WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1169 holding.
  • Corient Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2022 and has held it in 15 quarters since.
  • 226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.