Great Valley Advisor Group’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Great Valley Advisor Group’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	$299K	Buy	5,251 +12	+0.2%	+$668	﹤0.01%	854
2026 Q1	$274K	Hold	5,239	–	–	0.01%	853
2025 Q4	$278K	Hold	5,239	–	–	0.01%	802
2025 Q3	$264K	Sell	5,239 -132	-2%	-$6.52K	0.01%	804
2025 Q2	$258K	Buy	5,371 +14	+0.3%	+$669	0.01%	787
2025 Q1	$254K	Sell	5,357 -532	-9%	-$25.4K	0.01%	774
2024 Q4	$257K	Buy	5,889 +6	+0.1%	+$263	0.01%	737
2024 Q3	$264K	Sell	5,883 -20,659	-78%	-$912K	0.01%	726
2024 Q2	$1.2M	Buy	26,542 +21,676	+445%	+$1.02M	0.03%	358
2024 Q1	$235K	Hold	4,866	–	–	0.01%	663
2023 Q4	$209K	Buy	+4,866	New	+$197K	0.01%	668
2023 Q2	–	Sell	-4,866	Closed	-$200K	–	721
2023 Q1	$200K	Buy	+4,866	New	+$191K	0.01%	656

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

Great Valley Advisor Group's HEDJ Position: Q2 2026 in Review

Great Valley Advisor Group increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.23% in Q2 2026, buying an estimated $668 and bringing the position to 5,251 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Great Valley Advisor Group first reported a position in HEDJ in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q2 2024. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Great Valley Advisor Group held 5,251 shares of WisdomTree Europe Hedged Equity Fund worth $299K as of Q2 2026.
Great Valley Advisor Group bought 12 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $668.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #854 holding.
Great Valley Advisor Group first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2023 and has held it in 12 quarters since.
Great Valley Advisor Group's WisdomTree Europe Hedged Equity Fund position peaked at $1.2M in Q2 2024.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.