GeoWealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

GeoWealth Management’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
2025 Q2	–	Sell	-5,616	Closed	-$267K	–	1250
2025 Q1	$267K	Buy	+5,616	New	+$268K	0.01%	583
2020 Q2	–	Sell	-64,436	Closed	-$1.65M	–	155
2020 Q1	$1.65M	Buy	64,436 +12,216	+23%	+$390K	1.17%	29
2019 Q4	$1.84M	Buy	+52,220	New	+$1.8M	0.99%	38

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GeoWealth Management's HEDJ Position: Q2 2025 in Review

GeoWealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2025, closing a stake of 5,616 shares — an estimated $267K sold.

GeoWealth Management first reported a position in HEDJ in Q4 2019 and held it in 3 quarters. The position peaked at $1.84M in Q4 2019. 213 funds tracked by Wall St. Rank hold HEDJ as of Q2 2025.

GeoWealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 5,616 WisdomTree Europe Hedged Equity Fund shares in Q2 2025, an estimated $267K.
GeoWealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and held it in 3 quarters.
GeoWealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $1.84M in Q4 2019.
213 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.