Country Club Bank’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Country Club Bank’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	$994K	Sell	19,877 -170	-0.8%	-$8.39K	0.06%	208
2025 Q2	$967K	Sell	20,047 -393	-2%	-$18.8K	0.06%	210
2025 Q1	$979K	Hold	20,440	–	–	0.07%	205
2024 Q4	$889K	Sell	20,440 -2,400	-11%	-$105K	0.06%	209
2024 Q3	$1.04M	Sell	22,840 -2,200	-9%	-$97.2K	0.07%	200
2024 Q2	$1.13M	Hold	25,040	–	–	0.08%	186
2024 Q1	$1.21M	Hold	25,040	–	–	0.09%	181
2023 Q4	$1.07M	Sell	25,040 -1,000	-4%	-$40.5K	0.08%	186
2023 Q3	$1.02M	Hold	26,040	–	–	0.08%	182
2023 Q2	$1.05M	Sell	26,040 -3,000	-10%	-$123K	0.08%	175
2023 Q1	$1.18M	Sell	29,040 -150	-0.5%	-$5.88K	0.1%	164
2022 Q4	$1.02M	Sell	29,190 -968	-3%	-$33.6K	0.09%	168
2022 Q3	$937K	Sell	30,158 -5,142	-15%	-$173K	0.09%	165
2022 Q2	$1.17M	Sell	35,300 -436	-1%	-$15.6K	0.11%	154
2022 Q1	$1.34M	Buy	+35,736	New	+$1.35M	0.12%	141

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIG

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

Country Club Bank's HEDJ Position: Q3 2025 in Review

Country Club Bank reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.85% in Q3 2025, selling an estimated $8.39K and leaving 19,877 shares worth $994K. The position accounts for 0.06% of the portfolio, ranked #208.

Country Club Bank first reported a position in HEDJ in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2022. 214 funds tracked by Wall St. Rank hold HEDJ as of Q3 2025.

Country Club Bank held 19,877 shares of WisdomTree Europe Hedged Equity Fund worth $994K as of Q3 2025.
Country Club Bank sold 170 WisdomTree Europe Hedged Equity Fund shares in Q3 2025, an estimated $8.39K.
WisdomTree Europe Hedged Equity Fund made up 0.06% of Country Club Bank's portfolio in Q3 2025, its #208 holding.
Country Club Bank first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's WisdomTree Europe Hedged Equity Fund position peaked at $1.34M in Q1 2022.
214 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.