Evolution Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Evolution Wealth Management’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	$2.28K	Hold	40	–	–	﹤0.01%	808
2026 Q1	$2.09K	Sell	40 -33	-45%	-$1.78K	﹤0.01%	737
2025 Q4	$3.87K	Hold	73	–	–	﹤0.01%	576
2025 Q3	$3.68K	Hold	73	–	–	﹤0.01%	466
2025 Q2	$3.51K	Buy	+73	New	+$3.49K	﹤0.01%	477

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

Evolution Wealth Management's HEDJ Position: Q2 2026 in Review

Evolution Wealth Management held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 40 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Evolution Wealth Management first reported a position in HEDJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.87K in Q4 2025. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Evolution Wealth Management held 40 shares of WisdomTree Europe Hedged Equity Fund worth $2.28K as of Q2 2026.
Evolution Wealth Management left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #808 holding.
Evolution Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $3.87K in Q4 2025.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.