Harbor Investment Advisory’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Harbor Investment Advisory’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	$4.1K	Hold	72	–	–	﹤0.01%	1150
2026 Q1	$3.77K	Hold	72	–	–	﹤0.01%	1057
2025 Q4	$3.82K	Hold	72	–	–	﹤0.01%	1089
2025 Q3	$3.63K	Hold	72	–	–	﹤0.01%	1044
2025 Q2	$3.46K	Hold	72	–	–	﹤0.01%	1036
2025 Q1	$3.42K	Hold	72	–	–	﹤0.01%	1022
2024 Q4	$3.15K	Hold	72	–	–	﹤0.01%	1015
2024 Q3	$3.23K	Hold	72	–	–	﹤0.01%	1019
2024 Q2	$3.25K	Hold	72	–	–	﹤0.01%	1018
2024 Q1	$3.48K	Sell	72 -96	-57%	-$4.32K	﹤0.01%	1019
2023 Q4	$7.2K	Hold	168	–	–	﹤0.01%	880
2023 Q3	$6.64K	Hold	168	–	–	﹤0.01%	877
2023 Q2	$6.88K	Hold	168	–	–	﹤0.01%	1078
2023 Q1	$6.91K	Hold	168	–	–	﹤0.01%	1080
2022 Q4	$5.88K	Hold	168	–	–	﹤0.01%	1088
2022 Q3	$5K	Hold	168	–	–	﹤0.01%	1130
2022 Q2	$6K	Hold	168	–	–	﹤0.01%	1113
2022 Q1	$6K	Hold	168	–	–	﹤0.01%	1143
2021 Q4	$7K	Hold	168	–	–	﹤0.01%	1104
2021 Q3	$6K	Hold	168	–	–	﹤0.01%	1130
2021 Q2	$6K	Sell	168 -70	-29%	-$2.64K	﹤0.01%	1079
2021 Q1	$9K	Hold	238	–	–	﹤0.01%	1005
2020 Q4	$8K	Hold	238	–	–	﹤0.01%	955
2020 Q3	$7K	Sell	238 -140	-37%	-$4.36K	﹤0.01%	894
2020 Q2	$11K	Hold	378	–	–	﹤0.01%	761
2020 Q1	$10K	Sell	378 -60	-14%	-$1.91K	﹤0.01%	742
2019 Q4	$15K	Buy	+438	New	+$15.1K	﹤0.01%	576

Other funds holding HEDJ

LPL Financial San Diego, California $445B AUM 25.58% 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

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPA

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Harbor Investment Advisory's HEDJ Position: Q2 2026 in Review

Harbor Investment Advisory held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q2 2026 at 72 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Harbor Investment Advisory first reported a position in HEDJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $15K in Q4 2019. 134 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

Harbor Investment Advisory held 72 shares of WisdomTree Europe Hedged Equity Fund worth $4.1K as of Q2 2026.
Harbor Investment Advisory left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1150 holding.
Harbor Investment Advisory first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's WisdomTree Europe Hedged Equity Fund position peaked at $15K in Q4 2019.
134 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.