Cornerstone Planning Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cornerstone Planning Group’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	$490K	Sell	8,629 -1,712	-17%	-$95.3K	0.06%	101
2026 Q1	$565K	Sell	10,341 -32,414	-76%	-$1.75M	0.08%	95
2025 Q4	$2.3M	Buy	42,755 +41,821	+4,478%	+$2.17M	0.36%	39
2025 Q3	$81.1K	Buy	+934	New	+$46.1K	0.01%	243

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

Cornerstone Planning Group's HEDJ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 17% in Q2 2026, selling an estimated $95.3K and leaving 8,629 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #101.

Cornerstone Planning Group first reported a position in HEDJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.3M in Q4 2025. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Cornerstone Planning Group held 8,629 shares of WisdomTree Europe Hedged Equity Fund worth $490K as of Q2 2026.
Cornerstone Planning Group sold 1,712 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $95.3K.
WisdomTree Europe Hedged Equity Fund made up 0.06% of Cornerstone Planning Group's portfolio in Q2 2026, its #101 holding.
Cornerstone Planning Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2025 and has held it in 4 quarters since.
Cornerstone Planning Group's WisdomTree Europe Hedged Equity Fund position peaked at $2.3M in Q4 2025.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.