Holderness Investments Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Holderness Investments Company’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 Q1	$372K	Buy	7,118 +32	+0.5%	+$1.73K	0.07%	185
2025 Q4	$376K	Buy	7,086 +61	+0.9%	+$3.16K	0.08%	178
2025 Q3	$354K	Sell	7,025 -1,438	-17%	-$71K	0.07%	191
2025 Q2	$407K	Buy	8,463 +68	+0.8%	+$3.25K	0.09%	178
2025 Q1	$399K	Sell	8,395 -116	-1%	-$5.53K	0.09%	177
2024 Q4	$372K	Sell	8,511 -120	-1%	-$5.27K	0.08%	182
2024 Q3	$388K	Buy	8,631 +1,550	+22%	+$68.5K	0.08%	187
2024 Q2	$320K	Sell	7,081 -7,726	-52%	-$365K	0.08%	191
2024 Q1	$715K	Buy	14,807 +26	+0.2%	+$1.17K	0.17%	127
2023 Q4	$633K	Buy	14,781 +720	+5%	+$29.1K	0.17%	128
2023 Q3	$555K	Buy	14,061 +693	+5%	+$28K	0.22%	107
2023 Q2	$547K	Buy	13,368 +1,536	+13%	+$63K	0.2%	109
2023 Q1	$486K	Sell	11,832 -142	-1%	-$5.57K	0.19%	111
2022 Q4	$419K	Sell	11,974 -522	-4%	-$18.1K	0.18%	123
2022 Q3	$389K	Sell	12,496 -1,488	-11%	-$50.2K	0.18%	125
2022 Q2	$458K	Sell	13,984 -296	-2%	-$10.6K	0.19%	115
2022 Q1	$525K	Sell	14,280 -1,804	-11%	-$68.4K	0.18%	122
2021 Q4	$645K	Buy	16,084 +1,068	+7%	+$42.1K	0.19%	121
2021 Q3	$571K	Sell	15,016 -472	-3%	-$18.5K	0.19%	119
2021 Q2	$590K	Hold	15,488	–	–	0.19%	114
2021 Q1	$563K	Buy	15,488 +96	+0.6%	+$3.31K	0.2%	114
2020 Q4	$510K	Buy	15,392 +470	+3%	+$15.1K	0.2%	112
2020 Q3	$461K	Sell	14,922 -142	-0.9%	-$4.42K	0.19%	110
2020 Q2	$457K	Sell	15,064 -912	-6%	-$25.9K	0.2%	110
2020 Q1	$409K	Sell	15,976 -8,356	-34%	-$267K	0.23%	104
2019 Q4	$859K	Sell	24,332 -1,010	-4%	-$34.8K	0.37%	78
2019 Q3	$853K	Buy	25,342 +420	+2%	+$13.8K	0.4%	75
2019 Q2	$825K	Buy	24,922 +168	+0.7%	+$5.52K	0.37%	77
2019 Q1	$791K	Sell	24,754 -3,388	-12%	-$104K	0.38%	75
2018 Q4	$794K	Sell	28,142 -526	-2%	-$15.6K	0.43%	69
2018 Q3	$906K	Sell	28,668 -7,532	-21%	-$242K	0.41%	72
2018 Q2	$1.14M	Buy	36,200 +852	+2%	+$27.8K	0.56%	52
2018 Q1	$1.11M	Buy	35,348 +986	+3%	+$31.5K	0.55%	55
2017 Q4	$1.09M	Sell	34,362 -344	-1%	-$11.2K	0.54%	59
2017 Q3	$1.12M	Sell	34,706 -19,822	-36%	-$621K	0.58%	53
2017 Q2	$1.7M	Sell	54,528 -36,536	-40%	-$1.18M	0.9%	27
2017 Q1	$2.86M	Sell	91,064 -298	-0.3%	-$8.87K	1.45%	16
2016 Q4	$2.62M	Buy	91,362 +31,300	+52%	+$856K	2.32%	7
2016 Q3	$1.61M	Sell	60,062 -228	-0.4%	-$6.03K	1.61%	17
2016 Q2	$1.52M	Sell	60,290 -30,682	-34%	-$797K	1.53%	21
2016 Q1	$2.36M	Buy	90,972 +13,512	+17%	+$342K	2.25%	7
2015 Q4	$2.08M	Buy	77,460 +21,088	+37%	+$622K	2.06%	10
2015 Q3	$1.54M	Buy	56,372 +21,224	+60%	+$638K	1.62%	21
2015 Q2	$1.08M	Hold	35,148	–	–	1.1%	33
2015 Q1	$1.16M	Buy	35,148 +3,544	+11%	+$110K	1.18%	31
2014 Q4	$878K	Buy	+31,604	New	+$894K	0.9%	41

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Holderness Investments Company's HEDJ Position: Q1 2026 in Review

Holderness Investments Company increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 0.45% in Q1 2026, buying an estimated $1.73K and bringing the position to 7,118 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #185.

Holderness Investments Company first reported a position in HEDJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.86M in Q1 2017. 220 funds tracked by Wall St. Rank hold HEDJ as of Q1 2026.

Holderness Investments Company held 7,118 shares of WisdomTree Europe Hedged Equity Fund worth $372K as of Q1 2026.
Holderness Investments Company bought 32 WisdomTree Europe Hedged Equity Fund shares in Q1 2026, an estimated $1.73K.
WisdomTree Europe Hedged Equity Fund made up 0.07% of Holderness Investments Company's portfolio in Q1 2026, its #185 holding.
Holderness Investments Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 46 quarters since.
Holderness Investments Company's WisdomTree Europe Hedged Equity Fund position peaked at $2.86M in Q1 2017.
220 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.