CSM Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

CSM Advisors’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	–	Sell	-71,237	Closed	-$3.78M	–	426
2025 Q4	$3.78M	Buy	71,237 +14,877	+26%	+$771K	0.1%	224
2025 Q3	$2.84M	Buy	56,360 +6,804	+14%	+$336K	0.08%	268
2025 Q2	$2.39M	Hold	49,556	–	–	0.07%	275
2025 Q1	$2.35M	Sell	49,556 -42	-0.1%	-$2K	0.13%	91
2024 Q4	$2.17M	Buy	49,598 +2,091	+4%	+$91.8K	0.1%	93
2024 Q3	$2.13M	Buy	47,507 +1,481	+3%	+$65.4K	0.14%	96
2024 Q2	$2.08M	Buy	46,026 +8,093	+21%	+$382K	0.15%	88
2024 Q1	$1.83M	Buy	37,933 +39	+0.1%	+$1.75K	0.12%	98
2023 Q4	$1.62M	Sell	37,894 -294	-0.8%	-$11.9K	0.12%	99
2023 Q3	$1.51M	Hold	38,188	–	–	0.13%	90
2023 Q2	$1.56M	Buy	38,188 +404	+1%	+$16.6K	0.12%	95
2023 Q1	$1.55M	Buy	37,784 +542	+1%	+$21.3K	0.13%	89
2022 Q4	$1.3M	Buy	37,242 +1,136	+3%	+$39.4K	0.12%	90
2022 Q3	$1.12M	Buy	+36,106	New	+$1.22M	0.12%	90

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CSM Advisors's HEDJ Position: Q1 2026 in Review

CSM Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2026, closing a stake of 71,237 shares — an estimated $3.78M sold.

CSM Advisors first reported a position in HEDJ in Q3 2022 and held it in 14 quarters. The position peaked at $3.78M in Q4 2025. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

CSM Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
CSM Advisors sold 71,237 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $3.78M.
CSM Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2022 and held it in 14 quarters.
CSM Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $3.78M in Q4 2025.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.