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

EverSource Wealth 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	$12K	Sell	211 -61	-22%	-$3.39K	﹤0.01%	2794
2026 Q1	$14.2K	Hold	272	–	–	﹤0.01%	2724
2025 Q4	$14.4K	Sell	272 -135	-33%	-$7K	﹤0.01%	2598
2025 Q3	$20.5K	Hold	407	–	–	﹤0.01%	2333
2025 Q2	$19.6K	Hold	407	–	–	﹤0.01%	2306
2025 Q1	$19.3K	Sell	407 -125	-23%	-$5.96K	﹤0.01%	1703
2024 Q4	$23.3K	Hold	532	–	–	﹤0.01%	1537
2024 Q3	$23.9K	Hold	532	–	–	﹤0.01%	1402
2024 Q2	$23.6K	Hold	532	–	–	﹤0.01%	1423
2024 Q1	$24.8K	Hold	532	–	–	﹤0.01%	1263
2023 Q4	$22.8K	Hold	532	–	–	﹤0.01%	1178
2023 Q3	$21K	Hold	532	–	–	﹤0.01%	1110
2023 Q2	$21.8K	Hold	532	–	–	﹤0.01%	1124
2023 Q1	$21.9K	Hold	532	–	–	﹤0.01%	1052
2022 Q4	$18.6K	Sell	532 -288	-35%	-$9.99K	﹤0.01%	1086
2022 Q3	$26K	Hold	820	–	–	0.01%	811
2022 Q2	$27K	Hold	820	–	–	0.01%	751
2022 Q1	$30K	Hold	820	–	–	0.01%	572
2021 Q4	$33K	Buy	+820	New	+$32.3K	0.01%	508

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

EverSource Wealth Advisors's HEDJ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 22% in Q2 2026, selling an estimated $3.39K and leaving 211 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

EverSource Wealth Advisors first reported a position in HEDJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $33K in Q4 2021. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

EverSource Wealth Advisors held 211 shares of WisdomTree Europe Hedged Equity Fund worth $12K as of Q2 2026.
EverSource Wealth Advisors sold 61 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $3.39K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2794 holding.
EverSource Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $33K in Q4 2021.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.