Focus Partners Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Focus Partners Wealth’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	$615K	Buy	10,788 +206	+2%	+$11.5K	﹤0.01%	1869
2026 Q1	$553K	Hold	10,582	–	–	﹤0.01%	1877
2025 Q4	$562K	Sell	10,582 -5,242	-33%	-$272K	﹤0.01%	1904
2025 Q3	$798K	Sell	15,824 -840	-5%	-$41.5K	﹤0.01%	1395
2025 Q2	$802K	Sell	16,664 -680	-4%	-$32.5K	﹤0.01%	1235
2025 Q1	$823K	Buy	17,344 +6,774	+64%	+$323K	﹤0.01%	1132
2024 Q4	$462K	Buy	+10,570	New	+$464K	﹤0.01%	1367

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

Focus Partners Wealth's HEDJ Position: Q2 2026 in Review

Focus Partners Wealth increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 10,788 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Focus Partners Wealth first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q1 2025. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Focus Partners Wealth held 10,788 shares of WisdomTree Europe Hedged Equity Fund worth $615K as of Q2 2026.
Focus Partners Wealth bought 206 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $11.5K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1869 holding.
Focus Partners Wealth first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
Focus Partners Wealth's WisdomTree Europe Hedged Equity Fund position peaked at $823K in Q1 2025.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.