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 Q1	$2.65M	Sell	50,704 -52,886	-51%	-$2.86M	﹤0.01%	1113
2025 Q4	$5.5M	Buy	103,590 +50,751	+96%	+$2.63M	﹤0.01%	1010
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 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

Corient Private Wealth's HEDJ Position: Q1 2026 in Review

Corient Private Wealth reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 51% in Q1 2026, selling an estimated $2.86M and leaving 50,704 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Corient Private Wealth first reported a position in HEDJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.5M in Q4 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Corient Private Wealth held 50,704 shares of WisdomTree Europe Hedged Equity Fund worth $2.65M as of Q1 2026.
Corient Private Wealth sold 52,886 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $2.86M.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1113 holding.
Corient Private Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $5.5M in Q4 2025.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.