BFC Planning, Inc.’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

BFC Planning, Inc.’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	$3.88K	Hold	68	–	–	﹤0.01%	2767
2026 Q1	$3.56K	Hold	68	–	–	﹤0.01%	2430
2025 Q4	$3.61K	Hold	68	–	–	﹤0.01%	2461
2025 Q3	$3.43K	Hold	68	–	–	﹤0.01%	2317
2025 Q2	$3.27K	Hold	68	–	–	﹤0.01%	2189
2025 Q1	$3.23K	Hold	68	–	–	﹤0.01%	2169
2024 Q4	$2.97K	Buy	+68	New	+$2.99K	﹤0.01%	2175

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

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 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

BFC Planning, Inc.'s HEDJ Position: Q2 2026 in Review

BFC Planning, Inc. held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 68 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

BFC Planning, Inc. first reported a position in HEDJ in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

BFC Planning, Inc. held 68 shares of WisdomTree Europe Hedged Equity Fund worth $3.88K as of Q2 2026.
BFC Planning, Inc. left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2767 holding.
BFC Planning, Inc. first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
227 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.