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

Finley Financial’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	$375K	Hold	6,580	–	–	0.15%	53
2026 Q1	$344K	Hold	6,580	–	–	0.16%	55
2025 Q4	$349K	Hold	6,580	–	–	0.16%	54
2025 Q3	$332K	Hold	6,580	–	–	0.15%	57
2025 Q2	$317K	Hold	6,580	–	–	0.16%	58
2025 Q1	$309K	Hold	6,580	–	–	0.17%	56
2024 Q4	$296K	Buy	+6,580	New	+$289K	0.15%	59

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

Finley Financial's HEDJ Position: Q2 2026 in Review

Finley Financial held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 6,580 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #53.

Finley Financial first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Finley Financial held 6,580 shares of WisdomTree Europe Hedged Equity Fund worth $375K as of Q2 2026.
Finley Financial left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up 0.15% of Finley Financial's portfolio in Q2 2026, its #53 holding.
Finley Financial first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.