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Defined Financial Planning’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Defined Financial Planning’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 		– Sell
-77,100
Closed -$3.73M – 68
2025
Q2 		$3.73M Buy
77,100
+12,813
+20% +$612K 3.32% 9
2025
Q1 		$3.07M Buy
+64,287
New +$3.07M 3.11% 9

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Defined Financial Planning's HEDJ Position: Q3 2025 in Review

Defined Financial Planning sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2025, closing a stake of 77,100 shares — an estimated $3.73M sold.

Defined Financial Planning first reported a position in HEDJ in Q1 2025 and held it in 2 quarters. The position peaked at $3.73M in Q2 2025. 214 funds tracked by Wall St. Rank hold HEDJ as of Q3 2025.

  • Defined Financial Planning reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Defined Financial Planning sold 77,100 WisdomTree Europe Hedged Equity Fund shares in Q3 2025, an estimated $3.73M.
  • Defined Financial Planning first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2025 and held it in 2 quarters.
  • Defined Financial Planning's WisdomTree Europe Hedged Equity Fund position peaked at $3.73M in Q2 2025.
  • 214 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.