FWA
HEDJ icon

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

Fulcrum 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 		$665K Sell
11,669
-206
-2% -$11.5K 0.51% 38
2026
Q1 		$621K Buy
11,875
+5,110
+76% +$276K 0.51% 31
2025
Q4 		$359K Buy
+6,765
New +$351K 0.3% 48

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Fulcrum Wealth Advisors reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 1.7% in Q2 2026, selling an estimated $11.5K and leaving 11,669 shares worth $665K. The position accounts for 0.51% of the portfolio, ranked #38.

Fulcrum Wealth Advisors first reported a position in HEDJ in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

  • Fulcrum Wealth Advisors held 11,669 shares of WisdomTree Europe Hedged Equity Fund worth $665K as of Q2 2026.
  • Fulcrum Wealth Advisors sold 206 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $11.5K.
  • WisdomTree Europe Hedged Equity Fund made up 0.51% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Fulcrum Wealth Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

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