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

Founders Financial Alliance’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	$30.4K	Hold	533	–	–	﹤0.01%	603
2026 Q1	$27.9K	Hold	533	–	–	0.01%	557
2025 Q4	$28.3K	Hold	533	–	–	0.01%	460
2025 Q3	$26.9K	Buy	533 +58	+12%	+$2.86K	0.01%	543
2025 Q2	$22.9K	Buy	475 +57	+14%	+$2.73K	0.01%	428
2025 Q1	$19.8K	Buy	418 +143	+52%	+$6.82K	﹤0.01%	495
2024 Q4	$12K	Hold	275	–	–	﹤0.01%	471
2024 Q3	$12.3K	Hold	275	–	–	﹤0.01%	481
2024 Q2	$12.4K	Buy	275 +30	+12%	+$1.42K	﹤0.01%	463
2024 Q1	$11.8K	Sell	245 -130	-35%	-$5.85K	﹤0.01%	467
2023 Q4	$16.1K	Buy	+375	New	+$15.2K	0.01%	406
2022 Q1	–	Sell	-308	Closed	-$12K	–	456
2021 Q4	$12K	Hold	308	–	–	﹤0.01%	416
2021 Q3	$12K	Hold	308	–	–	0.01%	388
2021 Q2	$12K	Sell	308 -6	-2%	-$226	0.01%	411
2021 Q1	$12K	Buy	+314	New	+$10.8K	0.01%	393
2020 Q4	–	Sell	-712	Closed	-$22K	–	785
2020 Q3	$22K	Buy	+712	New	+$22.2K	0.01%	556

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

Founders Financial Alliance's HEDJ Position: Q2 2026 in Review

Founders Financial Alliance held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 533 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Founders Financial Alliance first reported a position in HEDJ in Q3 2020 and has held it in 16 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Founders Financial Alliance held 533 shares of WisdomTree Europe Hedged Equity Fund worth $30.4K as of Q2 2026.
Founders Financial Alliance left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #603 holding.
Founders Financial Alliance first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2020 and has held it in 16 quarters since.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.