Edmond de Rothschild Holding’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Edmond de Rothschild Holding’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
2019 Q1	–	Sell	-644	Closed	-$2K	–	647
2018 Q4	$2K	Hold	644	–	–	﹤0.01%	662
2018 Q3	$3K	Hold	644	–	–	﹤0.01%	726
2018 Q2	$11K	Hold	644	–	–	﹤0.01%	704
2018 Q1	$22K	Hold	644	–	–	﹤0.01%	697
2017 Q4	$47K	Hold	644	–	–	﹤0.01%	640
2017 Q3	$75K	Buy	+644	New	+$20.2K	﹤0.01%	613

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $570B AUM 27.57% 1-Year Est. Return

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

Edmond de Rothschild Holding's HEDJ Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 48% in Q1 2026, selling an estimated $16.2K and leaving 325 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Edmond de Rothschild Holding first reported a position in HEDJ in Q2 2015 and has held it in 42 quarters since. The position peaked at $4.75M in Q2 2018. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Edmond de Rothschild Holding held 325 shares of WisdomTree Europe Hedged Equity Fund worth $17K as of Q1 2026.
Edmond de Rothschild Holding sold 300 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $16.2K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #490 holding.
Edmond de Rothschild Holding first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2015 and has held it in 42 quarters since.
Edmond de Rothschild Holding's WisdomTree Europe Hedged Equity Fund position peaked at $4.75M in Q2 2018.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.