E&G Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

E&G 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 Q2	$431K	Sell	7,569 -210	-3%	-$11.7K	0.08%	158
2026 Q1	$407K	Sell	7,779 -10	-0.1%	-$540	0.09%	152
2025 Q4	$413K	Sell	7,789 -370	-5%	-$19.2K	0.09%	144
2025 Q3	$411K	Buy	8,159 +655	+9%	+$32.3K	0.1%	141
2025 Q2	$361K	Buy	+7,504	New	+$359K	0.09%	149
2016 Q1	–	Sell	-177,066	Closed	-$4.76M	–	97
2015 Q4	$4.76M	Buy	177,066 +9,952	+6%	+$294K	2.86%	7
2015 Q3	$4.57M	Buy	167,114 +4,800	+3%	+$144K	2.9%	8
2015 Q2	$5M	Buy	162,314 +22,012	+16%	+$719K	2.92%	7
2015 Q1	$4.64M	Buy	140,302 +79,240	+130%	+$2.46M	2.74%	7
2014 Q4	$1.7M	Buy	61,062 +24,100	+65%	+$682K	1.1%	26
2014 Q3	$1.07M	Buy	36,962 +20,100	+119%	+$578K	0.69%	47
2014 Q2	$493K	Buy	16,862 +6	+0%	+$175	0.32%	73
2014 Q1	$477K	Hold	16,856	–	–	0.38%	65
2013 Q4	$474K	Buy	+16,856	New	+$458K	0.44%	56

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

E&G Advisors's HEDJ Position: Q2 2026 in Review

E&G Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 2.7% in Q2 2026, selling an estimated $11.7K and leaving 7,569 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #158.

E&G Advisors first reported a position in HEDJ in Q4 2013 and has held it in 14 quarters since. The position peaked at $5M in Q2 2015. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

E&G Advisors held 7,569 shares of WisdomTree Europe Hedged Equity Fund worth $431K as of Q2 2026.
E&G Advisors sold 210 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $11.7K.
WisdomTree Europe Hedged Equity Fund made up 0.08% of E&G Advisors's portfolio in Q2 2026, its #158 holding.
E&G Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and has held it in 14 quarters since.
E&G Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $5M in Q2 2015.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.