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

HB Wealth 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
2026 Q2	$311K	Buy	5,464 +26	+0.5%	+$1.45K	﹤0.01%	1358
2026 Q1	$284K	Hold	5,438	–	–	﹤0.01%	1265
2025 Q4	$289K	Hold	5,438	–	–	﹤0.01%	1152
2025 Q3	$274K	Sell	5,438 -642	-11%	-$31.7K	﹤0.01%	1117
2025 Q2	$293K	Sell	6,080 -428	-7%	-$20.5K	﹤0.01%	948
2025 Q1	$309K	Buy	6,508 +1,659	+34%	+$79.1K	﹤0.01%	952
2024 Q4	$212K	Hold	4,849	–	–	﹤0.01%	960
2024 Q3	$218K	Hold	4,849	–	–	﹤0.01%	865
2024 Q2	$219K	Hold	4,849	–	–	﹤0.01%	820
2024 Q1	$234K	Sell	4,849 -4,167	-46%	-$187K	﹤0.01%	744
2023 Q4	$386K	Hold	9,016	–	–	0.01%	525
2023 Q3	$356K	Hold	9,016	–	–	0.01%	523
2023 Q2	$369K	Buy	+9,016	New	+$370K	0.01%	494

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

HB Wealth Management's HEDJ Position: Q2 2026 in Review

HB Wealth Management increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.48% in Q2 2026, buying an estimated $1.45K and bringing the position to 5,464 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

HB Wealth Management first reported a position in HEDJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $386K in Q4 2023. 226 funds tracked by Wall St. Rank hold HEDJ as of Q2 2026.

HB Wealth Management held 5,464 shares of WisdomTree Europe Hedged Equity Fund worth $311K as of Q2 2026.
HB Wealth Management bought 26 WisdomTree Europe Hedged Equity Fund shares in Q2 2026, an estimated $1.45K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1358 holding.
HB Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2023 and has held it in 13 quarters since.
HB Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $386K in Q4 2023.
226 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.